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 | $18,661 | $56,357-66.9% | $104,294-82.1% | $68,494-72.8% |
| Participation rate | 41.5% | 63.3%-21.8pp | 73.3%-31.8pp | 67.9%-26.4pp |
| Annual return | -17.20% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $852 | $1,960-56.5% | $3,372-74.7% | $2,596-67.2% |
| Participant deferral / active EE | $1,825 | $3,077-40.7% | $4,625-60.5% | $4,027-54.7% |
| Admin fee / account holder | $98 | $4,903-98.0% | $7,339-98.7% | $5,403-98.2% |