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 | $38,996 | $35,183+10.8% | $73,545-47.0% | $70,131-44.4% |
| Participation rate | 9.7% | 42.9%-33.3pp | 54.9%-45.3pp | 69.5%-59.9pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $100 | $709-85.8% | $1,219-91.8% | $2,342-95.7% |
| Participant deferral / active EE | $569 | $1,220-53.3% | $1,806-68.5% | $3,332-82.9% |
| Admin fee / account holder | $239 | $2,302-89.6% | $2,320-89.7% | $4,645-94.9% |