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 | $55,410 | $67,606-18.0% | $82,313-32.7% | $70,131-21.0% |
| Participation rate | 48.8% | 72.8%-23.9pp | 76.9%-28.1pp | 69.5%-20.7pp |
| Annual return | 16.47% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,204 | $1,755-31.4% | $2,428-50.4% | $2,342-48.6% |
| Participant deferral / active EE | $2,297 | $2,987-23.1% | $3,706-38.0% | $3,332-31.1% |
| Admin fee / account holder | $26 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |