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 | $20,967 | $54,350-61.4% | $82,719-74.7% | $68,494-69.4% |
| Participation rate | 40.0% | 63.9%-23.9pp | 72.6%-32.6pp | 67.9%-27.9pp |
| Annual return | -16.67% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $826 | $2,218-62.8% | $3,009-72.5% | $2,596-68.2% |
| Participant deferral / active EE | $1,051 | $3,246-67.6% | $4,395-76.1% | $4,027-73.9% |
| Admin fee / account holder | $242 | $4,395-94.5% | $5,329-95.5% | $5,403-95.5% |