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 | $15,119 | $32,037-52.8% | $69,182-78.1% | $62,891-76.0% |
| Participation rate | 13.5% | 43.4%-30.0pp | 55.1%-41.7pp | 69.3%-55.8pp |
| Annual return | 10.66% | 15.16%-4.5pp | -21.93%+32.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $478 | $679-29.6% | $1,206-60.4% | $2,281-79.0% |
| Participant deferral / active EE | $959 | $1,185-19.1% | $1,897-49.4% | $3,203-70.0% |
| Admin fee / account holder | $31 | $2,608-98.8% | $2,697-98.9% | $4,296-99.3% |