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 | $32,301 | $77,976-58.6% | $81,367-60.3% | $125,391-74.2% |
| Participation rate | 43.5% | 83.3%-39.8pp | 82.3%-38.8pp | 83.2%-39.7pp |
| Annual return | -0.62% | -2.85%+2.2pp | -0.92%+0.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,072 | $4,366-75.4% | $3,930-72.7% | $4,866-78.0% |
| Participant deferral / active EE | $2,386 | $5,646-57.7% | $5,383-55.7% | $5,352-55.4% |
| Admin fee / account holder | $38 | $12,476-99.7% | $8,926-99.6% | $9,540-99.6% |