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 | $40,362 | $92,703-56.5% | $82,719-51.2% | $134,475-70.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.17% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,844 | $3,274-43.7% | $3,009-38.7% | $4,740-61.1% |
| Participant deferral / active EE | $2,377 | $4,802-50.5% | $4,395-45.9% | $6,400-62.9% |
| Admin fee / account holder | $28 | $5,983-99.5% | $5,329-99.5% | $11,426-99.8% |