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 | $12,894 | $43,075-70.1% | $74,583-82.7% | $62,891-79.5% |
| Participation rate | 21.3% | 58.1%-36.8pp | 68.1%-46.9pp | 69.3%-48.1pp |
| Annual return | 9.26% | 17.50%-8.2pp | 20.47%-11.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $564 | $1,498-62.4% | $2,525-77.7% | $2,281-75.3% |
| Participant deferral / active EE | $1,281 | $2,389-46.4% | $3,458-63.0% | $3,203-60.0% |
| Admin fee / account holder | $57 | $2,840-98.0% | $4,138-98.6% | $4,296-98.7% |