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 | $28,819 | $95,193-69.7% | $76,523-62.3% | $135,375-78.7% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | 1.17% | 4.85%-3.7pp | -0.27%+1.4pp | 519.73%-518.6pp |
| Employer contribution / active EE | $1,185 | $3,302-64.1% | $2,647-55.2% | $4,779-75.2% |
| Participant deferral / active EE | $1,434 | $4,639-69.1% | $3,835-62.6% | $5,609-74.4% |
| Admin fee / account holder | $1 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |