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 4-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 | $25,223 | $27,641-8.7% | $61,373-58.9% | $68,494-63.2% |
| Participation rate | 13.8% | 39.5%-25.7pp | 52.6%-38.8pp | 67.9%-54.1pp |
| Annual return | -17.54% | -13.24%-4.3pp | 338.61%-356.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $123 | $695-82.3% | $1,159-89.4% | $2,596-95.3% |
| Participant deferral / active EE | $1,813 | $1,263+43.5% | $2,125-14.7% | $4,027-55.0% |
| Admin fee / account holder | $188 | $2,010-90.6% | $2,130-91.2% | $5,403-96.5% |