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 | $42,225 | $32,037+31.8% | $69,182-39.0% | $62,891-32.9% |
| Participation rate | 34.7% | 43.4%-8.7pp | 55.1%-20.4pp | 69.3%-34.6pp |
| Annual return | 7.53% | 15.16%-7.6pp | -21.93%+29.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $189 | $679-72.1% | $1,206-84.3% | $2,281-91.7% |
| Participant deferral / active EE | $1,235 | $1,185+4.2% | $1,897-34.9% | $3,203-61.5% |
| Admin fee / account holder | $172 | $2,608-93.4% | $2,697-93.6% | $4,296-96.0% |