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 | $19,359 | $27,641-30.0% | $61,373-68.5% | $68,494-71.7% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -19.62% | -13.24%-6.4pp | 338.61%-358.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $852 | $695+22.6% | $1,159-26.5% | $2,596-67.2% |
| Participant deferral / active EE | $1,337 | $1,263+5.9% | $2,125-37.1% | $4,027-66.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |