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 | $30,423 | $105,860-71.3% | $90,749-66.5% | $134,475-77.4% |
| Participation rate | 40.9% | 78.2%-37.3pp | 75.7%-34.8pp | 81.2%-40.3pp |
| Annual return | -15.90% | -11.01%-4.9pp | -12.16%-3.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,281 | $5,216-56.3% | $4,564-50.0% | $6,400-64.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |