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 | $24,846 | $32,037-22.4% | $69,182-64.1% | $62,891-60.5% |
| Participation rate | 43.8% | 43.4%+0.4pp | 55.1%-11.3pp | 69.3%-25.5pp |
| Annual return | 7.95% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $392 | $679-42.3% | $1,206-67.5% | $2,281-82.8% |
| Participant deferral / active EE | $637 | $1,185-46.3% | $1,897-66.4% | $3,203-80.1% |
| Admin fee / account holder | $263 | $2,608-89.9% | $2,697-90.2% | $4,296-93.9% |