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 | $14,602 | $32,037-54.4% | $69,182-78.9% | $62,891-76.8% |
| Participation rate | 20.4% | 43.4%-23.1pp | 55.1%-34.7pp | 69.3%-48.9pp |
| Annual return | 5.88% | 15.16%-9.3pp | -21.93%+27.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $87 | $679-87.2% | $1,206-92.8% | $2,281-96.2% |
| Participant deferral / active EE | $349 | $1,185-70.6% | $1,897-81.6% | $3,203-89.1% |
| Admin fee / account holder | $41 | $2,608-98.4% | $2,697-98.5% | $4,296-99.1% |