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 | $40,241 | $95,862-58.0% | $79,550-49.4% | $134,475-70.1% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | -19.40% | -2.69%-16.7pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,084 | $3,128-65.4% | $2,413-55.1% | $4,740-77.1% |
| Participant deferral / active EE | $3,920 | $4,693-16.5% | $3,985-1.6% | $6,400-38.7% |
| Admin fee / account holder | $230 | $9,126-97.5% | $6,832-96.6% | $11,426-98.0% |