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 | $25,889 | $113,339-77.2% | $94,993-72.7% | $147,584-82.5% |
| Participation rate | 40.0% | 78.0%-38.0pp | 73.9%-33.9pp | 82.8%-42.8pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $722 | $3,160-77.2% | $2,603-72.3% | $4,876-85.2% |
| Participant deferral / active EE | $9,565 | $3,777+153.2% | $3,317+188.3% | $5,439+75.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |