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 | $36,097 | $32,117+12.4% | $71,086-49.2% | $64,186-43.8% |
| Participation rate | 36.8% | 42.7%-5.9pp | 54.7%-17.8pp | 69.6%-32.7pp |
| Annual return | -5.58% | -5.57%0pp | 650.59%-656.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $236 | $712-66.8% | $1,088-78.3% | $2,381-90.1% |
| Participant deferral / active EE | $1,353 | $1,263+7.1% | $1,874-27.8% | $3,470-61.0% |
| Admin fee / account holder | $34 | $2,759-98.8% | $3,082-98.9% | $4,888-99.3% |