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 | $9,688 | $32,037-69.8% | $69,182-86.0% | $62,891-84.6% |
| Participation rate | 47.1% | 43.4%+3.6pp | 55.1%-8.1pp | 69.3%-22.2pp |
| Annual return | 8.29% | 15.16%-6.9pp | -21.93%+30.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $349 | $679-48.6% | $1,206-71.1% | $2,281-84.7% |
| Participant deferral / active EE | $1,395 | $1,185+17.7% | $1,897-26.4% | $3,203-56.4% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |