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 | $39,427 | $45,863-14.0% | $77,024-48.8% | $68,494-42.4% |
| Participation rate | 53.1% | 55.9%-2.8pp | 67.9%-14.8pp | 67.9%-14.8pp |
| Annual return | -15.41% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,105 | $1,650-33.0% | $2,812-60.7% | $2,596-57.4% |
| Participant deferral / active EE | $2,216 | $2,962-25.2% | $4,426-49.9% | $4,027-45.0% |
| Admin fee / account holder | $90 | $3,041-97.0% | $5,425-98.3% | $5,403-98.3% |