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 | $47,955 | $90,503-47.0% | $78,689-39.1% | $273,961-82.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 14.90% | 75.60%-60.7pp | 62.18%-47.3pp | 41.45%-26.6pp |
| Employer contribution / active EE | $32 | $3,176-99.0% | $2,851-98.9% | $4,869-99.3% |
| Participant deferral / active EE | $1,634 | $3,901-58.1% | $3,517-53.6% | $5,287-69.1% |
| Admin fee / account holder | $110 | $5,263-97.9% | $4,510-97.6% | $10,132-98.9% |