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 | $31,294 | $133,958-76.6% | $112,228-72.1% | $134,475-76.7% |
| Participation rate | 31.6% | 78.6%-47.0pp | 75.1%-43.5pp | 81.2%-49.6pp |
| Annual return | -19.78% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $967 | $4,038-76.1% | $3,635-73.4% | $4,740-79.6% |
| Participant deferral / active EE | $2,840 | $5,291-46.3% | $4,728-39.9% | $6,400-55.6% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |