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 | $13,503 | $48,076-71.9% | $78,689-82.8% | $62,891-78.5% |
| Participation rate | 57.7% | 65.2%-7.5pp | 73.6%-15.9pp | 69.3%-11.6pp |
| Annual return | 7.04% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $227 | $2,015-88.7% | $2,851-92.0% | $2,281-90.1% |
| Participant deferral / active EE | $960 | $2,588-62.9% | $3,517-72.7% | $3,203-70.0% |
| Admin fee / account holder | $117 | $3,207-96.4% | $4,510-97.4% | $4,296-97.3% |