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 | $39,222 | $27,641+41.9% | $61,373-36.1% | $68,494-42.7% |
| Participation rate | 44.0% | 39.5%+4.5pp | 52.6%-8.6pp | 67.9%-23.9pp |
| Annual return | -18.43% | -13.24%-5.2pp | 338.61%-357.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $551 | $695-20.7% | $1,159-52.4% | $2,596-78.8% |
| Participant deferral / active EE | $748 | $1,263-40.8% | $2,125-64.8% | $4,027-81.4% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |