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 9-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 | $20,740 | $27,641-25.0% | $61,373-66.2% | $68,494-69.7% |
| Participation rate | 9.1% | 39.5%-30.4pp | 52.6%-43.5pp | 67.9%-58.8pp |
| Annual return | -18.68% | -13.24%-5.4pp | 338.61%-357.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $108 | $695-84.4% | $1,159-90.7% | $2,596-95.8% |
| Participant deferral / active EE | $513 | $1,263-59.4% | $2,125-75.8% | $4,027-87.3% |
| Admin fee / account holder | $153 | $2,010-92.4% | $2,130-92.8% | $5,403-97.2% |