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 | $28,609 | $27,641+3.5% | $61,373-53.4% | $68,494-58.2% |
| Participation rate | 65.6% | 39.5%+26.1pp | 52.6%+13.0pp | 67.9%-2.3pp |
| Annual return | -17.65% | -13.24%-4.4pp | 338.61%-356.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $580 | $695-16.6% | $1,159-50.0% | $2,596-77.7% |
| Participant deferral / active EE | $1,118 | $1,263-11.5% | $2,125-47.4% | $4,027-72.2% |
| Admin fee / account holder | $183 | $2,010-90.9% | $2,130-91.4% | $5,403-96.6% |