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 | $57,627 | $160,055-64.0% | $140,016-58.8% | $135,375-57.4% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -8.15% | 911.38%-919.5pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,359 | $6,420-78.8% | $5,606-75.8% | $4,779-71.6% |
| Participant deferral / active EE | $4,375 | $7,642-42.7% | $6,927-36.8% | $5,609-22.0% |
| Admin fee / account holder | $94 | $13,328-99.3% | $10,705-99.1% | $10,827-99.1% |