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 | $23,184 | $117,841-80.3% | $102,423-77.4% | $145,922-84.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 10.64% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,187 | $5,731-61.8% | $5,053-56.7% | $6,688-67.3% |
| Admin fee / account holder | $95 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |