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 | $53,030 | $73,004-27.4% | $90,749-41.6% | $68,494-22.6% |
| Participation rate | 35.0% | 70.8%-35.8pp | 75.7%-40.7pp | 67.9%-32.9pp |
| Annual return | -17.76% | -13.81%-4.0pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,319 | $2,193-39.8% | $2,921-54.8% | $2,596-49.2% |
| Participant deferral / active EE | $2,336 | $3,627-35.6% | $4,564-48.8% | $4,027-42.0% |
| Admin fee / account holder | $264 | $5,896-95.5% | $8,445-96.9% | $5,403-95.1% |