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 | $16,947 | $25,979-34.8% | $71,735-76.4% | $68,494-75.3% |
| Participation rate | 51.8% | 54.5%-2.7pp | 62.3%-10.5pp | 67.9%-16.1pp |
| Annual return | -9.34% | -15.10%+5.8pp | 9.14%-18.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $3,102 | $900+244.5% | $1,704+82.0% | $2,596+19.5% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,658-100.0% | $4,027-100.0% |
| Admin fee / account holder | $189 | $2,022-90.6% | $3,974-95.2% | $5,403-96.5% |