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 | $35,865 | $27,641+29.8% | $61,373-41.6% | $68,494-47.6% |
| Participation rate | 37.1% | 39.5%-2.4pp | 52.6%-15.5pp | 67.9%-30.8pp |
| Annual return | -20.86% | -13.24%-7.6pp | 338.61%-359.5pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,568 | $1,263+24.1% | $2,125-26.2% | $4,027-61.1% |
| Admin fee / account holder | $96 | $2,010-95.2% | $2,130-95.5% | $5,403-98.2% |