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 | $9,450 | $27,641-65.8% | $61,373-84.6% | $68,494-86.2% |
| Participation rate | 62.1% | 39.5%+22.6pp | 52.6%+9.5pp | 67.9%-5.8pp |
| Annual return | -17.93% | -13.24%-4.7pp | 338.61%-356.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $103 | $695-85.1% | $1,159-91.1% | $2,596-96.0% |
| Participant deferral / active EE | $956 | $1,263-24.3% | $2,125-55.0% | $4,027-76.3% |
| Admin fee / account holder | $259 | $2,010-87.1% | $2,130-87.8% | $5,403-95.2% |