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 | $27,079 | $45,566-40.6% | $64,105-57.8% | $59,632-54.6% |
| Participation rate | 49.0% | 60.2%-11.2pp | 68.2%-19.2pp | 68.7%-19.7pp |
| Annual return | -1.12% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $569 | $934-39.1% | $1,820-68.7% | $2,203-74.2% |
| Participant deferral / active EE | $3,025 | $2,057+47.1% | $2,822+7.2% | $3,192-5.2% |
| Admin fee / account holder | $126 | $3,268-96.1% | $4,499-97.2% | $4,297-97.1% |