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 5-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 | $44,362 | $27,641+60.5% | $61,373-27.7% | $68,494-35.2% |
| Participation rate | 3.7% | 39.5%-35.8pp | 52.6%-48.9pp | 67.9%-64.2pp |
| Annual return | -15.83% | -13.24%-2.6pp | 338.61%-354.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $405 | $695-41.8% | $1,159-65.1% | $2,596-84.4% |
| Participant deferral / active EE | $430 | $1,263-66.0% | $2,125-79.8% | $4,027-89.3% |
| Admin fee / account holder | $256 | $2,010-87.3% | $2,130-88.0% | $5,403-95.3% |