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 | $56,655 | $27,641+105.0% | $61,373-7.7% | $68,494-17.3% |
| Participation rate | 60.6% | 39.5%+21.1pp | 52.6%+8.0pp | 67.9%-7.3pp |
| Annual return | -14.75% | -13.24%-1.5pp | 338.61%-353.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,181 | $695+69.9% | $1,159+1.9% | $2,596-54.5% |
| Participant deferral / active EE | $2,585 | $1,263+104.6% | $2,125+21.6% | $4,027-35.8% |
| Admin fee / account holder | $5 | $2,010-99.8% | $2,130-99.8% | $5,403-99.9% |