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 | $7,906 | $45,863-82.8% | $77,024-89.7% | $68,494-88.5% |
| Participation rate | 53.8% | 55.9%-2.1pp | 67.9%-14.1pp | 67.9%-14.0pp |
| Annual return | -19.56% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $435 | $1,650-73.6% | $2,812-84.5% | $2,596-83.2% |
| Participant deferral / active EE | $885 | $2,962-70.1% | $4,426-80.0% | $4,027-78.0% |
| Admin fee / account holder | $43 | $3,041-98.6% | $5,425-99.2% | $5,403-99.2% |