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 | $47,672 | $32,117+48.4% | $71,086-32.9% | $64,186-25.7% |
| Participation rate | 16.2% | 42.7%-26.5pp | 54.7%-38.4pp | 69.6%-53.4pp |
| Annual return | -9.28% | -5.57%-3.7pp | 650.59%-659.9pp | 7.63%-16.9pp |
| Employer contribution / active EE | $408 | $712-42.6% | $1,088-62.4% | $2,381-82.8% |
| Participant deferral / active EE | $2,570 | $1,263+103.5% | $1,874+37.1% | $3,470-25.9% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |