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 | $35,762 | $64,707-44.7% | $112,228-68.1% | $68,494-47.8% |
| Participation rate | 32.3% | 67.2%-34.9pp | 75.1%-42.8pp | 67.9%-35.6pp |
| Annual return | -14.84% | -11.40%-3.4pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,693 | $2,746-38.3% | $3,635-53.4% | $2,596-34.8% |
| Participant deferral / active EE | $5,308 | $3,565+48.9% | $4,728+12.3% | $4,027+31.8% |
| Admin fee / account holder | $246 | $5,232-95.3% | $6,410-96.2% | $5,403-95.5% |