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 | $20,707 | $32,117-35.5% | $71,086-70.9% | $64,186-67.7% |
| Participation rate | 59.6% | 42.7%+16.9pp | 54.7%+5.0pp | 69.6%-10.0pp |
| Annual return | -4.58% | -5.57%+1.0pp | 650.59%-655.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $695 | $712-2.4% | $1,088-36.1% | $2,381-70.8% |
| Participant deferral / active EE | $2,885 | $1,263+128.4% | $1,874+53.9% | $3,470-16.9% |
| Admin fee / account holder | $289 | $2,759-89.5% | $3,082-90.6% | $4,888-94.1% |