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 | $43,871 | $107,791-59.3% | $90,645-51.6% | $135,375-67.6% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -4.48% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $776 | $3,018-74.3% | $2,532-69.3% | $4,779-83.8% |
| Participant deferral / active EE | $8,000 | $3,872+106.6% | $3,425+133.6% | $5,609+42.6% |
| Admin fee / account holder | $144 | $5,930-97.6% | $4,994-97.1% | $10,827-98.7% |