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 | $70,921 | $91,911-22.8% | $68,793+3.1% | $135,375-47.6% |
| Participation rate | 62.5% | 76.7%-14.2pp | 72.2%-9.7pp | 82.6%-20.1pp |
| Annual return | -7.58% | -8.22%+0.6pp | -4.63%-2.9pp | 519.73%-527.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,819 | $4,315-34.7% | $3,311-14.9% | $5,609-49.7% |
| Admin fee / account holder | $100 | $9,240-98.9% | $5,131-98.1% | $10,827-99.1% |