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 | $61,195 | $133,958-54.3% | $112,228-45.5% | $134,475-54.5% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -20.29% | 47.11%-67.4pp | 27.45%-47.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,655 | $4,038-34.2% | $3,635-26.9% | $4,740-44.0% |
| Participant deferral / active EE | $5,348 | $5,291+1.1% | $4,728+13.1% | $6,400-16.4% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |