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 | $5,284 | $27,641-80.9% | $61,373-91.4% | $68,494-92.3% |
| Participation rate | 61.8% | 39.5%+22.3pp | 52.6%+9.2pp | 67.9%-6.1pp |
| Annual return | -17.75% | -13.24%-4.5pp | 338.61%-356.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $547 | $695-21.4% | $1,159-52.8% | $2,596-78.9% |
| Participant deferral / active EE | $1,757 | $1,263+39.1% | $2,125-17.3% | $4,027-56.4% |
| Admin fee / account holder | $195 | $2,010-90.3% | $2,130-90.8% | $5,403-96.4% |