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 | $28,077 | $90,600-69.0% | $79,464-64.7% | $135,375-79.3% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -9.53% | 977.43%-987.0pp | 718.14%-727.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,333 | $3,068+8.7% | $2,800+19.0% | $4,779-30.2% |
| Participant deferral / active EE | $8,167 | $4,050+101.6% | $3,704+120.5% | $5,609+45.6% |
| Admin fee / account holder | $38 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |