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 | $25,694 | $27,641-7.0% | $61,373-58.1% | $68,494-62.5% |
| Participation rate | 55.6% | 39.5%+16.1pp | 52.6%+3.0pp | 67.9%-12.3pp |
| Annual return | -19.64% | -13.24%-6.4pp | 338.61%-358.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $772 | $695+10.9% | $1,159-33.4% | $2,596-70.3% |
| Participant deferral / active EE | $3,504 | $1,263+177.4% | $2,125+64.9% | $4,027-13.0% |
| Admin fee / account holder | $45 | $2,010-97.8% | $2,130-97.9% | $5,403-99.2% |