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 | $51,631 | $95,862-46.1% | $79,550-35.1% | $134,475-61.6% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-53.9pp |
| Annual return | -19.33% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $677 | $3,128-78.3% | $2,413-71.9% | $4,740-85.7% |
| Participant deferral / active EE | $1,331 | $4,693-71.6% | $3,985-66.6% | $6,400-79.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |