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 6-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 | $14,773 | $27,641-46.6% | $61,373-75.9% | $68,494-78.4% |
| Participation rate | 26.2% | 39.5%-13.3pp | 52.6%-26.4pp | 67.9%-41.7pp |
| Annual return | -21.04% | -13.24%-7.8pp | 338.61%-359.6pp | -7.84%-13.2pp |
| Employer contribution / active EE | $379 | $695-45.4% | $1,159-67.3% | $2,596-85.4% |
| Participant deferral / active EE | $1,334 | $1,263+5.6% | $2,125-37.2% | $4,027-66.9% |
| Admin fee / account holder | $14 | $2,010-99.3% | $2,130-99.3% | $5,403-99.7% |