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 | $35,532 | $32,117+10.6% | $71,086-50.0% | $64,186-44.6% |
| Participation rate | 18.6% | 42.7%-24.1pp | 54.7%-36.0pp | 69.6%-51.0pp |
| Annual return | -9.71% | -5.57%-4.1pp | 650.59%-660.3pp | 7.63%-17.3pp |
| Employer contribution / active EE | $824 | $712+15.7% | $1,088-24.3% | $2,381-65.4% |
| Participant deferral / active EE | $1,425 | $1,263+12.8% | $1,874-24.0% | $3,470-58.9% |
| Admin fee / account holder | $21 | $2,759-99.3% | $3,082-99.3% | $4,888-99.6% |