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 | $19,823 | $97,044-79.6% | $83,333-76.2% | $135,375-85.4% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -8.51% | 12.31%-20.8pp | 10.63%-19.1pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,136 | $4,143-72.6% | $3,379-66.4% | $4,779-76.2% |
| Participant deferral / active EE | $3,645 | $5,964-38.9% | $5,565-34.5% | $5,609-35.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |