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 | $18,628 | $27,641-32.6% | $61,373-69.6% | $68,494-72.8% |
| Participation rate | 14.5% | 39.5%-25.0pp | 52.6%-38.1pp | 67.9%-53.4pp |
| Annual return | -15.30% | -13.24%-2.1pp | 338.61%-353.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $220 | $695-68.3% | $1,159-81.0% | $2,596-91.5% |
| Participant deferral / active EE | $439 | $1,263-65.2% | $2,125-79.3% | $4,027-89.1% |
| Admin fee / account holder | $175 | $2,010-91.3% | $2,130-91.8% | $5,403-96.8% |