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 | $13,082 | $35,183-62.8% | $73,545-82.2% | $70,131-81.3% |
| Participation rate | 51.7% | 42.9%+8.8pp | 54.9%-3.2pp | 69.5%-17.8pp |
| Annual return | 14.21% | 26.90%-12.7pp | -15.16%+29.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $651 | $709-8.1% | $1,219-46.6% | $2,342-72.2% |
| Participant deferral / active EE | $363 | $1,220-70.2% | $1,806-79.9% | $3,332-89.1% |
| Admin fee / account holder | $136 | $2,302-94.1% | $2,320-94.1% | $4,645-97.1% |