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 | $38,963 | $27,641+41.0% | $61,373-36.5% | $68,494-43.1% |
| Participation rate | 23.3% | 39.5%-16.2pp | 52.6%-29.3pp | 67.9%-44.6pp |
| Annual return | -13.51% | -13.24%-0.3pp | 338.61%-352.1pp | -7.84%-5.7pp |
| Employer contribution / active EE | $414 | $695-40.5% | $1,159-64.3% | $2,596-84.1% |
| Participant deferral / active EE | $787 | $1,263-37.7% | $2,125-62.9% | $4,027-80.4% |
| Admin fee / account holder | $105 | $2,010-94.8% | $2,130-95.1% | $5,403-98.1% |