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 | $8,208 | $32,117-74.4% | $71,086-88.5% | $64,186-87.2% |
| Participation rate | 39.4% | 42.7%-3.3pp | 54.7%-15.3pp | 69.6%-30.2pp |
| Annual return | -7.78% | -5.57%-2.2pp | 650.59%-658.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $509 | $712-28.5% | $1,088-53.2% | $2,381-78.6% |
| Participant deferral / active EE | $1,173 | $1,263-7.1% | $1,874-37.4% | $3,470-66.2% |
| Admin fee / account holder | $136 | $2,759-95.1% | $3,082-95.6% | $4,888-97.2% |