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 | $19,298 | $32,117-39.9% | $71,086-72.9% | $64,186-69.9% |
| Participation rate | 62.5% | 42.7%+19.8pp | 54.7%+7.8pp | 69.6%-7.1pp |
| Annual return | 15.77% | -5.57%+21.3pp | 650.59%-634.8pp | 7.63%+8.1pp |
| Employer contribution / active EE | $358 | $712-49.7% | $1,088-67.1% | $2,381-85.0% |
| Participant deferral / active EE | $1,798 | $1,263+42.4% | $1,874-4.1% | $3,470-48.2% |
| Admin fee / account holder | $66 | $2,759-97.6% | $3,082-97.9% | $4,888-98.6% |