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 6-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 | $13,952 | $27,641-49.5% | $61,373-77.3% | $68,494-79.6% |
| Participation rate | 11.5% | 39.5%-28.0pp | 52.6%-41.1pp | 67.9%-56.4pp |
| Annual return | -13.42% | -13.24%-0.2pp | 338.61%-352.0pp | -7.84%-5.6pp |
| Employer contribution / active EE | $351 | $695-49.6% | $1,159-69.8% | $2,596-86.5% |
| Participant deferral / active EE | $547 | $1,263-56.7% | $2,125-74.3% | $4,027-86.4% |
| Admin fee / account holder | $120 | $2,010-94.0% | $2,130-94.4% | $5,403-97.8% |