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 | $46,518 | $32,037+45.2% | $69,182-32.8% | $62,891-26.0% |
| Participation rate | 18.5% | 43.4%-24.9pp | 55.1%-36.6pp | 69.3%-50.8pp |
| Annual return | 12.37% | 15.16%-2.8pp | -21.93%+34.3pp | 20.14%-7.8pp |
| Employer contribution / active EE | $222 | $679-67.3% | $1,206-81.6% | $2,281-90.3% |
| Participant deferral / active EE | $386 | $1,185-67.4% | $1,897-79.6% | $3,203-87.9% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |