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 | $47,684 | $56,357-15.4% | $104,294-54.3% | $68,494-30.4% |
| Participation rate | 34.2% | 63.3%-29.0pp | 73.3%-39.1pp | 67.9%-33.7pp |
| Annual return | -16.03% | -9.19%-6.8pp | 24.61%-40.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $656 | $1,960-66.5% | $3,372-80.5% | $2,596-74.7% |
| Participant deferral / active EE | $2,491 | $3,077-19.1% | $4,625-46.1% | $4,027-38.2% |
| Admin fee / account holder | $28 | $4,903-99.4% | $7,339-99.6% | $5,403-99.5% |