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 | $33,436 | $133,958-75.0% | $112,228-70.2% | $134,475-75.1% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -17.29% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,212 | $4,038-70.0% | $3,635-66.6% | $4,740-74.4% |
| Participant deferral / active EE | $3,105 | $5,291-41.3% | $4,728-34.3% | $6,400-51.5% |
| Admin fee / account holder | $25 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |