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 | $36,307 | $81,900-55.7% | $119,609-69.6% | $68,494-47.0% |
| Participation rate | 44.4% | 71.9%-27.4pp | 79.3%-34.8pp | 67.9%-23.4pp |
| Annual return | -18.56% | -23.82%+5.3pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,269 | $2,693-52.9% | $4,232-70.0% | $2,596-51.1% |
| Participant deferral / active EE | $2,187 | $4,148-47.3% | $5,602-61.0% | $4,027-45.7% |
| Admin fee / account holder | $34 | $6,582-99.5% | $10,323-99.7% | $5,403-99.4% |