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 | $27,343 | $62,586-56.3% | $76,768-64.4% | $64,186-57.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | 11.34% | -1.95%+13.3pp | 2.43%+8.9pp | 7.63%+3.7pp |
| Employer contribution / active EE | $1,252 | $1,832-31.6% | $2,485-49.6% | $2,381-47.4% |
| Participant deferral / active EE | $3,469 | $3,145+10.3% | $3,852-9.9% | $3,4700% |
| Admin fee / account holder | $141 | $4,667-97.0% | $6,675-97.9% | $4,888-97.1% |