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 | $20,637 | $45,863-55.0% | $77,024-73.2% | $68,494-69.9% |
| Participation rate | 25.5% | 55.9%-30.4pp | 67.9%-42.4pp | 67.9%-42.4pp |
| Annual return | -11.49% | 1.72%-13.2pp | 42.32%-53.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $351 | $1,650-78.7% | $2,812-87.5% | $2,596-86.5% |
| Participant deferral / active EE | $1,155 | $2,962-61.0% | $4,426-73.9% | $4,027-71.3% |
| Admin fee / account holder | $183 | $3,041-94.0% | $5,425-96.6% | $5,403-96.6% |