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 | $54,882 | $106,543-48.5% | $91,220-39.8% | $134,475-59.2% |
| Participation rate | 23.1% | 76.8%-53.7pp | 73.2%-50.1pp | 81.2%-58.1pp |
| Annual return | -17.73% | 160.60%-178.3pp | 114.01%-131.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $461 | $3,331-86.2% | $2,850-83.8% | $4,740-90.3% |
| Participant deferral / active EE | $824 | $4,719-82.5% | $4,234-80.5% | $6,400-87.1% |
| Admin fee / account holder | $30 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |