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 | $37,873 | $73,004-48.1% | $90,749-58.3% | $68,494-44.7% |
| Participation rate | 41.7% | 70.8%-29.2pp | 75.7%-34.0pp | 67.9%-26.2pp |
| Annual return | -15.28% | -13.81%-1.5pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,926 | $3,627-46.9% | $4,564-57.8% | $4,027-52.2% |
| Admin fee / account holder | $78 | $5,896-98.7% | $8,445-99.1% | $5,403-98.5% |