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 | $25,796 | $47,848-46.1% | $81,478-68.3% | $70,131-63.2% |
| Participation rate | 64.6% | 58.3%+6.4pp | 68.0%-3.3pp | 69.5%-4.9pp |
| Annual return | 24.74% | 27.25%-2.5pp | 38.78%-14.0pp | 73.14%-48.4pp |
| Employer contribution / active EE | $377 | $1,527-75.3% | $2,568-85.3% | $2,342-83.9% |
| Participant deferral / active EE | $1,535 | $2,453-37.4% | $3,537-56.6% | $3,332-53.9% |
| Admin fee / account holder | $283 | $3,145-91.0% | $4,561-93.8% | $4,645-93.9% |