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 5-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 | $17,958 | $27,641-35.0% | $61,373-70.7% | $68,494-73.8% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -14.35% | -13.24%-1.1pp | 338.61%-353.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $392 | $695-43.6% | $1,159-66.2% | $2,596-84.9% |
| Participant deferral / active EE | $1,590 | $1,263+25.9% | $2,125-25.2% | $4,027-60.5% |
| Admin fee / account holder | $45 | $2,010-97.8% | $2,130-97.9% | $5,403-99.2% |