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 | $18,953 | $95,193-80.1% | $76,523-75.2% | $135,375-86.0% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | -8.94% | 4.85%-13.8pp | -0.27%-8.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $580 | $3,302-82.4% | $2,647-78.1% | $4,779-87.9% |
| Participant deferral / active EE | $725 | $4,639-84.4% | $3,835-81.1% | $5,609-87.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |