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 7-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 | $19,231 | $56,357-65.9% | $104,294-81.6% | $68,494-71.9% |
| Participation rate | 64.5% | 63.3%+1.3pp | 73.3%-8.7pp | 67.9%-3.4pp |
| Annual return | -18.38% | -9.19%-9.2pp | 24.61%-43.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,100 | $1,960-43.9% | $3,372-67.4% | $2,596-57.6% |
| Participant deferral / active EE | $1,440 | $3,077-53.2% | $4,625-68.9% | $4,027-64.2% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |