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 | $14,565 | $77,634-81.2% | $156,549-90.7% | $62,891-76.8% |
| Participation rate | 60.7% | 71.2%-10.5pp | 84.0%-23.3pp | 69.3%-8.6pp |
| Annual return | 9.47% | 50.32%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $927 | $3,444-73.1% | $5,501-83.2% | $2,281-59.4% |
| Participant deferral / active EE | $1,985 | $3,045-34.8% | $4,871-59.2% | $3,203-38.0% |
| Admin fee / account holder | $267 | $5,561-95.2% | $13,027-98.0% | $4,296-93.8% |