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 | $24,870 | $27,641-10.0% | $61,373-59.5% | $68,494-63.7% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -15.28% | -13.24%-2.0pp | 338.61%-353.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $693 | $695-0.4% | $1,159-40.3% | $2,596-73.3% |
| Participant deferral / active EE | $2,370 | $1,263+87.6% | $2,125+11.5% | $4,027-41.2% |
| Admin fee / account holder | $190 | $2,010-90.5% | $2,130-91.1% | $5,403-96.5% |