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 | $67,105 | $92,222-27.2% | $76,768-12.6% | $135,375-50.4% |
| Participation rate | 64.3% | 79.8%-15.5pp | 77.0%-12.7pp | 82.6%-18.4pp |
| Annual return | -6.09% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $829 | $3,216-74.2% | $2,485-66.7% | $4,779-82.7% |
| Participant deferral / active EE | $1,980 | $4,509-56.1% | $3,852-48.6% | $5,609-64.7% |
| Admin fee / account holder | $31 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |