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 | $64,427 | $106,543-39.5% | $91,220-29.4% | $134,475-52.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -17.77% | 160.60%-178.4pp | 114.01%-131.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,574 | $3,331-22.7% | $2,850-9.7% | $4,740-45.7% |
| Participant deferral / active EE | $8,258 | $4,719+75.0% | $4,234+95.1% | $6,400+29.0% |
| Admin fee / account holder | $60 | $6,231-99.0% | $5,420-98.9% | $11,426-99.5% |