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 9-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 | $48,419 | $158,817-69.5% | $121,196-60.0% | $135,375-64.2% |
| Participation rate | 30.0% | 79.3%-49.3pp | 71.7%-41.7pp | 82.6%-52.6pp |
| Annual return | -2.92% | -0.64%-2.3pp | 16.93%-19.9pp | 519.73%-522.7pp |
| Employer contribution / active EE | $433 | $5,665-92.4% | $4,022-89.2% | $4,779-90.9% |
| Participant deferral / active EE | $692 | $4,005-82.7% | $3,344-79.3% | $5,609-87.7% |
| Admin fee / account holder | $148 | $6,512-97.7% | $5,019-97.0% | $10,827-98.6% |