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 | $76,325 | $95,862-20.4% | $79,550-4.1% | $134,475-43.2% |
| Participation rate | 56.3% | 75.0%-18.8pp | 69.5%-13.2pp | 81.2%-25.0pp |
| Annual return | -19.62% | -2.69%-16.9pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,577 | $3,128-17.6% | $2,413+6.8% | $4,740-45.6% |
| Participant deferral / active EE | $5,357 | $4,693+14.1% | $3,985+34.4% | $6,400-16.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |