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 | $48,164 | $27,641+74.3% | $61,373-21.5% | $68,494-29.7% |
| Participation rate | 40.2% | 39.5%+0.8pp | 52.6%-12.3pp | 67.9%-27.6pp |
| Annual return | -19.40% | -13.24%-6.2pp | 338.61%-358.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,019 | $695+46.5% | $1,159-12.1% | $2,596-60.8% |
| Participant deferral / active EE | $2,165 | $1,263+71.4% | $2,125+1.9% | $4,027-46.3% |
| Admin fee / account holder | $94 | $2,010-95.3% | $2,130-95.6% | $5,403-98.3% |