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 8-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 | $39,007 | $99,640-60.9% | $86,436-54.9% | $134,475-71.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.54% | 6782.58%-6802.1pp | 4394.89%-4414.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,568 | $4,400-64.4% | $3,769-58.4% | $4,740-66.9% |
| Participant deferral / active EE | $4,131 | $7,246-43.0% | $6,952-40.6% | $6,400-35.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |