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 | $21,720 | $25,979-16.4% | $71,735-69.7% | $68,494-68.3% |
| Participation rate | 18.6% | 54.5%-35.9pp | 62.3%-43.7pp | 67.9%-49.3pp |
| Annual return | -13.26% | -15.10%+1.8pp | 9.14%-22.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $275 | $1,522-82.0% | $2,658-89.7% | $4,027-93.2% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |