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 | $15,023 | $90,600-83.4% | $79,464-81.1% | $135,375-88.9% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | 0.28% | 977.43%-977.2pp | 718.14%-717.9pp | 519.73%-519.5pp |
| Employer contribution / active EE | $317 | $3,068-89.7% | $2,800-88.7% | $4,779-93.4% |
| Participant deferral / active EE | $633 | $4,050-84.4% | $3,704-82.9% | $5,609-88.7% |
| Admin fee / account holder | $81 | $5,907-98.6% | $5,113-98.4% | $10,827-99.2% |