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 | $22,293 | $27,641-19.3% | $61,373-63.7% | $68,494-67.5% |
| Participation rate | 11.3% | 39.5%-28.2pp | 52.6%-41.3pp | 67.9%-56.6pp |
| Annual return | -19.07% | -13.24%-5.8pp | 338.61%-357.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $140 | $695-79.8% | $1,159-87.9% | $2,596-94.6% |
| Participant deferral / active EE | $274 | $1,263-78.3% | $2,125-87.1% | $4,027-93.2% |
| Admin fee / account holder | $26 | $2,010-98.7% | $2,130-98.8% | $5,403-99.5% |