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 8-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 | $18,529 | $57,354-67.7% | $83,848-77.9% | $64,186-71.1% |
| Participation rate | 59.3% | 68.6%-9.3pp | 76.1%-16.9pp | 69.6%-10.3pp |
| Annual return | -7.19% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,775 | $2,545-30.3% | $3,631-51.1% | $2,381-25.4% |
| Participant deferral / active EE | $2,196 | $2,993-26.6% | $4,082-46.2% | $3,470-36.7% |
| Admin fee / account holder | $134 | $4,046-96.7% | $5,478-97.6% | $4,888-97.3% |