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 | $8,512 | $32,037-73.4% | $69,182-87.7% | $62,891-86.5% |
| Participation rate | 34.1% | 43.4%-9.3pp | 55.1%-21.0pp | 69.3%-35.2pp |
| Annual return | 4.73% | 15.16%-10.4pp | -21.93%+26.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $368 | $1,185-69.0% | $1,897-80.6% | $3,203-88.5% |
| Admin fee / account holder | $114 | $2,608-95.6% | $2,697-95.8% | $4,296-97.3% |