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 | $10,007 | $27,641-63.8% | $61,373-83.7% | $68,494-85.4% |
| Participation rate | 46.9% | 39.5%+7.4pp | 52.6%-5.7pp | 67.9%-21.0pp |
| Annual return | -18.70% | -13.24%-5.5pp | 338.61%-357.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $810 | $695+16.5% | $1,159-30.1% | $2,596-68.8% |
| Participant deferral / active EE | $1,049 | $1,263-17.0% | $2,125-50.6% | $4,027-74.0% |
| Admin fee / account holder | $20 | $2,010-99.0% | $2,130-99.1% | $5,403-99.6% |