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 | $41,625 | $106,543-60.9% | $91,220-54.4% | $134,475-69.0% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -3.77% | 160.60%-164.4pp | 114.01%-117.8pp | 417.96%-421.7pp |
| Employer contribution / active EE | $6,052 | $3,331+81.7% | $2,850+112.3% | $4,740+27.7% |
| Participant deferral / active EE | $8,205 | $4,719+73.9% | $4,234+93.8% | $6,400+28.2% |
| Admin fee / account holder | $214 | $6,231-96.6% | $5,420-96.0% | $11,426-98.1% |