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 9-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 | $73,984 | $64,707+14.3% | $112,228-34.1% | $68,494+8.0% |
| Participation rate | 57.4% | 67.2%-9.7pp | 75.1%-17.6pp | 67.9%-10.4pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,176 | $2,746-57.2% | $3,635-67.6% | $2,596-54.7% |
| Participant deferral / active EE | $2,796 | $3,565-21.6% | $4,728-40.9% | $4,027-30.6% |
| Admin fee / account holder | $100 | $5,232-98.1% | $6,410-98.4% | $5,403-98.1% |