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 | $29,078 | $117,690-75.3% | $71,735-59.5% | $134,475-78.4% |
| Participation rate | 58.3% | 68.8%-10.5pp | 62.3%-4.0pp | 81.2%-22.9pp |
| Annual return | -21.39% | 25.44%-46.8pp | 9.14%-30.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,385 | $2,525-45.1% | $1,704-18.7% | $4,740-70.8% |
| Participant deferral / active EE | $3,316 | $3,759-11.8% | $2,658+24.8% | $6,400-48.2% |
| Admin fee / account holder | $18 | $6,379-99.7% | $3,974-99.5% | $11,426-99.8% |