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 | $30,570 | $32,117-4.8% | $71,086-57.0% | $64,186-52.4% |
| Participation rate | 33.3% | 42.7%-9.4pp | 54.7%-21.3pp | 69.6%-36.2pp |
| Annual return | -9.58% | -5.57%-4.0pp | 650.59%-660.2pp | 7.63%-17.2pp |
| Employer contribution / active EE | $629 | $712-11.7% | $1,088-42.2% | $2,381-73.6% |
| Participant deferral / active EE | $1,386 | $1,263+9.8% | $1,874-26.0% | $3,470-60.0% |
| Admin fee / account holder | $242 | $2,759-91.2% | $3,082-92.1% | $4,888-95.0% |