See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,420 | $57,354-36.5% | $83,848-56.6% | $64,186-43.3% |
| Participation rate | 68.0% | 68.6%-0.6pp | 76.1%-8.1pp | 69.6%-1.6pp |
| Annual return | -7.88% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,343 | $2,545-47.2% | $3,631-63.0% | $2,381-43.6% |
| Participant deferral / active EE | $2,489 | $2,993-16.9% | $4,082-39.0% | $3,470-28.3% |
| Admin fee / account holder | $277 | $4,046-93.2% | $5,478-94.9% | $4,888-94.3% |