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 | $15,274 | $54,350-71.9% | $82,719-81.5% | $68,494-77.7% |
| Participation rate | 40.9% | 63.9%-23.0pp | 72.6%-31.6pp | 67.9%-27.0pp |
| Annual return | -12.57% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,439 | $2,218-35.1% | $3,009-52.2% | $2,596-44.6% |
| Participant deferral / active EE | $1,883 | $3,246-42.0% | $4,395-57.2% | $4,027-53.2% |
| Admin fee / account holder | $261 | $4,395-94.1% | $5,329-95.1% | $5,403-95.2% |