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 | $23,011 | $25,979-11.4% | $71,735-67.9% | $68,494-66.4% |
| Participation rate | 48.9% | 54.5%-5.6pp | 62.3%-13.4pp | 67.9%-19.0pp |
| Annual return | -18.42% | -15.10%-3.3pp | 9.14%-27.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,247 | $900+38.5% | $1,704-26.8% | $2,596-52.0% |
| Participant deferral / active EE | $2,856 | $1,522+87.6% | $2,658+7.5% | $4,027-29.1% |
| Admin fee / account holder | $264 | $2,022-86.9% | $3,974-93.4% | $5,403-95.1% |