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 | $31,615 | $25,979+21.7% | $71,735-55.9% | $68,494-53.8% |
| Participation rate | 31.7% | 54.5%-22.8pp | 62.3%-30.6pp | 67.9%-36.2pp |
| Annual return | -15.31% | -15.10%-0.2pp | 9.14%-24.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $226 | $900-74.9% | $1,704-86.7% | $2,596-91.3% |
| Participant deferral / active EE | $1,042 | $1,522-31.5% | $2,658-60.8% | $4,027-74.1% |
| Admin fee / account holder | $232 | $2,022-88.5% | $3,974-94.2% | $5,403-95.7% |