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 | $13,388 | $32,037-58.2% | $69,182-80.6% | $62,891-78.7% |
| Participation rate | 52.5% | 43.4%+9.1pp | 55.1%-2.6pp | 69.3%-16.8pp |
| Annual return | 7.46% | 15.16%-7.7pp | -21.93%+29.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $395 | $1,185-66.7% | $1,897-79.2% | $3,203-87.7% |
| Admin fee / account holder | $8 | $2,608-99.7% | $2,697-99.7% | $4,296-99.8% |