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 | $9,166 | $32,037-71.4% | $69,182-86.8% | $62,891-85.4% |
| Participation rate | 45.8% | 43.4%+2.4pp | 55.1%-9.3pp | 69.3%-23.5pp |
| Annual return | 14.35% | 15.16%-0.8pp | -21.93%+36.3pp | 20.14%-5.8pp |
| Employer contribution / active EE | $535 | $679-21.3% | $1,206-55.7% | $2,281-76.6% |
| Participant deferral / active EE | $639 | $1,185-46.1% | $1,897-66.3% | $3,203-80.1% |
| Admin fee / account holder | $160 | $2,608-93.8% | $2,697-94.1% | $4,296-96.3% |