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 | $15,902 | $32,117-50.5% | $71,086-77.6% | $64,186-75.2% |
| Participation rate | 12.0% | 42.7%-30.7pp | 54.7%-42.7pp | 69.6%-57.6pp |
| Annual return | -8.36% | -5.57%-2.8pp | 650.59%-658.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $358 | $712-49.8% | $1,088-67.1% | $2,381-85.0% |
| Participant deferral / active EE | $637 | $1,263-49.6% | $1,874-66.0% | $3,470-81.6% |
| Admin fee / account holder | $73 | $2,759-97.3% | $3,082-97.6% | $4,888-98.5% |