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 | $31,374 | $127,100-75.3% | $105,738-70.3% | $135,375-76.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -5.20% | 4.49%-9.7pp | 6.27%-11.5pp | 519.73%-524.9pp |
| Employer contribution / active EE | $13,313 | $4,107+224.2% | $3,268+307.3% | $4,779+178.6% |
| Participant deferral / active EE | $8,167 | $5,064+61.3% | $4,080+100.2% | $5,609+45.6% |
| Admin fee / account holder | $8 | $9,087-99.9% | $6,913-99.9% | $10,827-99.9% |