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 6-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 | $8,409 | $27,641-69.6% | $61,373-86.3% | $68,494-87.7% |
| Participation rate | 28.6% | 39.5%-10.9pp | 52.6%-24.0pp | 67.9%-39.3pp |
| Annual return | 1.61% | -13.24%+14.8pp | 338.61%-337.0pp | -7.84%+9.5pp |
| Employer contribution / active EE | $483 | $695-30.5% | $1,159-58.3% | $2,596-81.4% |
| Participant deferral / active EE | $1,888 | $1,263+49.5% | $2,125-11.2% | $4,027-53.1% |
| Admin fee / account holder | $141 | $2,010-93.0% | $2,130-93.4% | $5,403-97.4% |