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 5-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 | $9,837 | $27,641-64.4% | $61,373-84.0% | $68,494-85.6% |
| Participation rate | 48.3% | 39.5%+8.8pp | 52.6%-4.3pp | 67.9%-19.6pp |
| Annual return | -19.60% | -13.24%-6.4pp | 338.61%-358.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $372 | $695-46.6% | $1,159-68.0% | $2,596-85.7% |
| Participant deferral / active EE | $451 | $1,263-64.3% | $2,125-78.8% | $4,027-88.8% |
| Admin fee / account holder | $274 | $2,010-86.4% | $2,130-87.1% | $5,403-94.9% |