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 | $46,602 | $90,600-48.6% | $79,464-41.4% | $135,375-65.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -3.70% | 977.43%-981.1pp | 718.14%-721.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $881 | $3,068-71.3% | $2,800-68.5% | $4,779-81.6% |
| Participant deferral / active EE | $895 | $4,050-77.9% | $3,704-75.8% | $5,609-84.0% |
| Admin fee / account holder | $284 | $5,907-95.2% | $5,113-94.5% | $10,827-97.4% |