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 | $30,684 | $32,117-4.5% | $71,086-56.8% | $64,186-52.2% |
| Participation rate | 47.6% | 42.7%+4.9pp | 54.7%-7.0pp | 69.6%-21.9pp |
| Annual return | -6.75% | -5.57%-1.2pp | 650.59%-657.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $213 | $712-70.1% | $1,088-80.5% | $2,381-91.1% |
| Participant deferral / active EE | $780 | $1,263-38.2% | $1,874-58.4% | $3,470-77.5% |
| Admin fee / account holder | $143 | $2,759-94.8% | $3,082-95.4% | $4,888-97.1% |