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 | $42,608 | $32,117+32.7% | $71,086-40.1% | $64,186-33.6% |
| Participation rate | 25.0% | 42.7%-17.7pp | 54.7%-29.7pp | 69.6%-44.6pp |
| Annual return | -6.46% | -5.57%-0.9pp | 650.59%-657.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $143 | $712-80.0% | $1,088-86.9% | $2,381-94.0% |
| Participant deferral / active EE | $777 | $1,263-38.5% | $1,874-58.5% | $3,470-77.6% |
| Admin fee / account holder | $102 | $2,759-96.3% | $3,082-96.7% | $4,888-97.9% |