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 | $41,277 | $71,883-42.6% | $86,677-52.4% | $68,494-39.7% |
| Participation rate | 56.8% | 72.2%-15.5pp | 76.6%-19.8pp | 67.9%-11.1pp |
| Annual return | -17.50% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,442 | $2,173-33.6% | $2,836-49.1% | $2,596-44.4% |
| Participant deferral / active EE | $3,243 | $3,779-14.2% | $4,656-30.3% | $4,027-19.5% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |