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 | $9,638 | $35,183-72.6% | $73,545-86.9% | $70,131-86.3% |
| Participation rate | 9.1% | 42.9%-33.8pp | 54.9%-45.8pp | 69.5%-60.5pp |
| Annual return | 21.11% | 26.90%-5.8pp | -15.16%+36.3pp | 73.14%-52.0pp |
| Employer contribution / active EE | $118 | $709-83.3% | $1,219-90.3% | $2,342-95.0% |
| Participant deferral / active EE | $461 | $1,220-62.2% | $1,806-74.5% | $3,332-86.2% |
| Admin fee / account holder | $84 | $2,302-96.4% | $2,320-96.4% | $4,645-98.2% |