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 | $34,961 | $92,703-62.3% | $82,719-57.7% | $134,475-74.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.41% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,677 | $3,274-48.8% | $3,009-44.3% | $4,740-64.6% |
| Participant deferral / active EE | $2,097 | $4,802-56.3% | $4,395-52.3% | $6,400-67.2% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |