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 | $40,493 | $84,527-52.1% | $67,711-40.2% | $125,391-67.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | 0.04% | 2.57%-2.5pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,180 | $3,292-64.2% | $2,559-53.9% | $4,866-75.8% |
| Participant deferral / active EE | $9,000 | $4,429+103.2% | $3,585+151.0% | $5,352+68.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |