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 | $39,045 | $32,037+21.9% | $69,182-43.6% | $62,891-37.9% |
| Participation rate | 27.6% | 43.4%-15.8pp | 55.1%-27.5pp | 69.3%-41.7pp |
| Annual return | 6.43% | 15.16%-8.7pp | -21.93%+28.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $143 | $679-79.0% | $1,206-88.2% | $2,281-93.7% |
| Participant deferral / active EE | $751 | $1,185-36.6% | $1,897-60.4% | $3,203-76.6% |
| Admin fee / account holder | $144 | $2,608-94.5% | $2,697-94.7% | $4,296-96.6% |