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 | $33,511 | $32,117+4.3% | $71,086-52.9% | $64,186-47.8% |
| Participation rate | 29.6% | 42.7%-13.1pp | 54.7%-25.0pp | 69.6%-39.9pp |
| Annual return | -4.34% | -5.57%+1.2pp | 650.59%-654.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,019 | $1,263-19.3% | $1,874-45.6% | $3,470-70.6% |
| Admin fee / account holder | $27 | $2,759-99.0% | $3,082-99.1% | $4,888-99.4% |