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 | $33,378 | $32,117+3.9% | $71,086-53.0% | $64,186-48.0% |
| Participation rate | 13.6% | 42.7%-29.1pp | 54.7%-41.1pp | 69.6%-56.0pp |
| Annual return | -9.33% | -5.57%-3.8pp | 650.59%-659.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $605 | $712-15.0% | $1,088-44.4% | $2,381-74.6% |
| Participant deferral / active EE | $1,025 | $1,263-18.8% | $1,874-45.3% | $3,470-70.4% |
| Admin fee / account holder | $201 | $2,759-92.7% | $3,082-93.5% | $4,888-95.9% |