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 | $25,123 | $59,805-58.0% | $79,550-68.4% | $68,494-63.3% |
| Participation rate | 63.3% | 61.1%+2.3pp | 69.5%-6.2pp | 67.9%-4.6pp |
| Annual return | -18.98% | -12.30%-6.7pp | 0.16%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,142 | $3,024+3.9% | $3,985-21.2% | $4,027-22.0% |
| Admin fee / account holder | $1 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |