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 | $54,570 | $138,044-60.5% | $125,339-56.5% | $134,475-59.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.99% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,050 | $5,243-80.0% | $4,814-78.2% | $4,740-77.8% |
| Participant deferral / active EE | $8,933 | $7,799+14.5% | $7,446+20.0% | $6,400+39.6% |
| Admin fee / account holder | $278 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |