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 6-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 | $59,528 | $91,911-35.2% | $68,793-13.5% | $135,375-56.0% |
| Participation rate | 40.0% | 76.7%-36.7pp | 72.2%-32.2pp | 82.6%-42.6pp |
| Annual return | -0.25% | -8.22%+8.0pp | -4.63%+4.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,336 | $3,924-65.9% | $2,625-49.1% | $4,779-72.0% |
| Participant deferral / active EE | $1,670 | $4,315-61.3% | $3,311-49.6% | $5,609-70.2% |
| Admin fee / account holder | $92 | $9,240-99.0% | $5,131-98.2% | $10,827-99.2% |