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 8-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 | $42,279 | $27,641+53.0% | $61,373-31.1% | $68,494-38.3% |
| Participation rate | 0.0% | 39.5%-39.5pp | 52.6%-52.6pp | 67.9%-67.9pp |
| Annual return | -19.10% | -13.24%-5.9pp | 338.61%-357.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $445 | $695-36.0% | $1,159-61.6% | $2,596-82.8% |
| Participant deferral / active EE | $2,041 | $1,263+61.5% | $2,125-4.0% | $4,027-49.3% |
| Admin fee / account holder | $58 | $2,010-97.1% | $2,130-97.3% | $5,403-98.9% |