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 | $34,061 | $91,911-62.9% | $68,793-50.5% | $135,375-74.8% |
| Participation rate | 31.3% | 76.7%-45.5pp | 72.2%-41.0pp | 82.6%-51.4pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $521 | $3,924-86.7% | $2,625-80.2% | $4,779-89.1% |
| Participant deferral / active EE | $885 | $4,315-79.5% | $3,311-73.3% | $5,609-84.2% |
| Admin fee / account holder | $15 | $9,240-99.8% | $5,131-99.7% | $10,827-99.9% |