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 | $31,439 | $65,041-51.7% | $90,951-65.4% | $79,858-60.6% |
| Participation rate | 57.6% | 61.6%-4.0pp | 69.0%-11.4pp | 69.6%-12.1pp |
| Annual return | 15.51% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $471 | $1,247-62.2% | $2,122-77.8% | $2,471-80.9% |
| Participant deferral / active EE | $1,407 | $2,512-44.0% | $3,373-58.3% | $3,740-62.4% |
| Admin fee / account holder | $295 | $4,536-93.5% | $5,959-95.1% | $5,306-94.4% |