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 7-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 | $89,385 | $99,640-10.3% | $86,436+3.4% | $134,475-33.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.20% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,466 | $4,400-21.2% | $3,769-8.0% | $4,740-26.9% |
| Participant deferral / active EE | $18,501 | $7,246+155.3% | $6,952+166.1% | $6,400+189.1% |
| Admin fee / account holder | $55 | $8,371-99.3% | $6,731-99.2% | $11,426-99.5% |