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 | $30,795 | $35,183-12.5% | $73,545-58.1% | $70,131-56.1% |
| Participation rate | 65.9% | 42.9%+23.0pp | 54.9%+11.0pp | 69.5%-3.6pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,122 | $709+58.3% | $1,219-8.0% | $2,342-52.1% |
| Participant deferral / active EE | $2,272 | $1,220+86.3% | $1,806+25.8% | $3,332-31.8% |
| Admin fee / account holder | $211 | $2,302-90.8% | $2,320-90.9% | $4,645-95.5% |