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 | $85,881 | $73,867+16.3% | $143,757-40.3% | $68,494+25.4% |
| Participation rate | 16.7% | 66.7%-50.0pp | 80.3%-63.6pp | 67.9%-51.2pp |
| Annual return | -16.76% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $740 | $3,184-76.8% | $4,951-85.0% | $2,596-71.5% |
| Participant deferral / active EE | $2,634 | $3,384-22.2% | $5,637-53.3% | $4,027-34.6% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |