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 | $42,899 | $97,757-56.1% | $83,848-48.8% | $135,375-68.3% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -5.52% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,914 | $4,222-7.3% | $3,631+7.8% | $4,779-18.1% |
| Participant deferral / active EE | $4,984 | $4,682+6.4% | $4,082+22.1% | $5,609-11.1% |
| Admin fee / account holder | $12 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |