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 | $56,359 | $73,867-23.7% | $143,757-60.8% | $68,494-17.7% |
| Participation rate | 45.2% | 66.7%-21.5pp | 80.3%-35.1pp | 67.9%-22.7pp |
| Annual return | -16.91% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $906 | $3,184-71.6% | $4,951-81.7% | $2,596-65.1% |
| Participant deferral / active EE | $2,499 | $3,384-26.2% | $5,637-55.7% | $4,027-37.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |