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 10-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 | $19,808 | $27,641-28.3% | $61,373-67.7% | $68,494-71.1% |
| Participation rate | 41.8% | 39.5%+2.3pp | 52.6%-10.8pp | 67.9%-26.1pp |
| Annual return | -16.79% | -13.24%-3.6pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $167 | $695-75.9% | $1,159-85.6% | $2,596-93.6% |
| Participant deferral / active EE | $613 | $1,263-51.4% | $2,125-71.1% | $4,027-84.8% |
| Admin fee / account holder | $3 | $2,010-99.9% | $2,130-99.9% | $5,403-99.9% |