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 7-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 | $10,341 | $37,393-72.3% | $77,024-86.6% | $66,914-84.5% |
| Participation rate | 25.2% | 52.9%-27.6pp | 67.9%-42.7pp | 69.8%-44.6pp |
| Annual return | -18.27% | -3.29%-15.0pp | 42.32%-60.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,222 | $2,617-53.3% | $4,426-72.4% | $4,237-71.2% |
| Admin fee / account holder | $291 | $567-48.6% | $5,425-94.6% | $593-50.9% |