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 | $27,102 | $32,117-15.6% | $71,086-61.9% | $64,186-57.8% |
| Participation rate | 35.1% | 42.7%-7.6pp | 54.7%-19.6pp | 69.6%-34.5pp |
| Annual return | -4.66% | -5.57%+0.9pp | 650.59%-655.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $610 | $1,263-51.7% | $1,874-67.5% | $3,470-82.4% |
| Admin fee / account holder | $1 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |