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 | $16,058 | $107,791-85.1% | $90,645-82.3% | $135,375-88.1% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | 0.96% | -0.90%+1.9pp | 1.88%-0.9pp | 519.73%-518.8pp |
| Employer contribution / active EE | $185 | $3,018-93.9% | $2,532-92.7% | $4,779-96.1% |
| Participant deferral / active EE | $2,308 | $3,872-40.4% | $3,425-32.6% | $5,609-58.9% |
| Admin fee / account holder | $85 | $5,930-98.6% | $4,994-98.3% | $10,827-99.2% |