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 | $52,714 | $84,402-37.5% | $61,373-14.1% | $134,475-60.8% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -19.54% | 584.55%-604.1pp | 338.61%-358.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,509 | $1,544+62.5% | $1,159+116.4% | $4,740-47.1% |
| Participant deferral / active EE | $8,659 | $2,819+207.2% | $2,125+307.5% | $6,400+35.3% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |