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 | $32,809 | $95,862-65.8% | $79,550-58.8% | $134,475-75.6% |
| Participation rate | 40.9% | 75.0%-34.1pp | 69.5%-28.6pp | 81.2%-40.3pp |
| Annual return | -17.03% | -2.69%-14.3pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,004 | $3,128-67.9% | $2,413-58.4% | $4,740-78.8% |
| Participant deferral / active EE | $1,652 | $4,693-64.8% | $3,985-58.5% | $6,400-74.2% |
| Admin fee / account holder | $30 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |