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 | $11,961 | $32,037-62.7% | $69,182-82.7% | $62,891-81.0% |
| Participation rate | 46.0% | 43.4%+2.6pp | 55.1%-9.1pp | 69.3%-23.3pp |
| Annual return | 7.08% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $108 | $679-84.2% | $1,206-91.1% | $2,281-95.3% |
| Participant deferral / active EE | $541 | $1,185-54.4% | $1,897-71.5% | $3,203-83.1% |
| Admin fee / account holder | $101 | $2,608-96.1% | $2,697-96.3% | $4,296-97.7% |