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 | $26,857 | $99,032-72.9% | $80,019-66.4% | $135,375-80.2% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -7.68% | 15.39%-23.1pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,033 | $3,043-66.1% | $2,468-58.1% | $4,779-78.4% |
| Participant deferral / active EE | $6,344 | $4,282+48.2% | $3,686+72.1% | $5,609+13.1% |
| Admin fee / account holder | $150 | $10,436-98.6% | $6,521-97.7% | $10,827-98.6% |