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 | $35,539 | $54,350-34.6% | $82,719-57.0% | $68,494-48.1% |
| Participation rate | 61.3% | 63.9%-2.6pp | 72.6%-11.3pp | 67.9%-6.6pp |
| Annual return | -16.99% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,274 | $2,218-42.6% | $3,009-57.7% | $2,596-50.9% |
| Participant deferral / active EE | $1,486 | $3,246-54.2% | $4,395-66.2% | $4,027-63.1% |
| Admin fee / account holder | $25 | $4,395-99.4% | $5,329-99.5% | $5,403-99.5% |