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 | $32,531 | $48,076-32.3% | $78,689-58.7% | $62,891-48.3% |
| Participation rate | 36.4% | 65.2%-28.8pp | 73.6%-37.2pp | 69.3%-32.9pp |
| Annual return | 6.80% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $293 | $2,015-85.5% | $2,851-89.7% | $2,281-87.2% |
| Participant deferral / active EE | $905 | $2,588-65.0% | $3,517-74.3% | $3,203-71.8% |
| Admin fee / account holder | $299 | $3,207-90.7% | $4,510-93.4% | $4,296-93.0% |