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 6-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 | $11,857 | $27,641-57.1% | $61,373-80.7% | $68,494-82.7% |
| Participation rate | 49.0% | 39.5%+9.5pp | 52.6%-3.5pp | 67.9%-18.9pp |
| Annual return | -16.51% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $809 | $695+16.3% | $1,159-30.3% | $2,596-68.9% |
| Participant deferral / active EE | $1,174 | $1,263-7.0% | $2,125-44.7% | $4,027-70.8% |
| Admin fee / account holder | $77 | $2,010-96.2% | $2,130-96.4% | $5,403-98.6% |