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 | $18,471 | $85,790-78.5% | $67,313-72.6% | $135,375-86.4% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.1%-5.4pp | 82.6%-19.0pp |
| Annual return | -8.79% | -0.54%-8.2pp | -4.08%-4.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $945 | $3,487-72.9% | $2,566-63.2% | $4,779-80.2% |
| Participant deferral / active EE | $2,137 | $4,651-54.1% | $3,568-40.1% | $5,609-61.9% |
| Admin fee / account holder | $11 | $6,392-99.8% | $4,507-99.8% | $10,827-99.9% |