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 | $14,385 | $45,035-68.1% | $62,995-77.2% | $70,131-79.5% |
| Participation rate | 34.6% | 69.5%-34.9pp | 74.8%-40.2pp | 69.5%-34.9pp |
| Annual return | 19.47% | 18.76%+0.7pp | 87.57%-68.1pp | 73.14%-53.7pp |
| Employer contribution / active EE | $508 | $2,051-75.2% | $2,759-81.6% | $2,342-78.3% |
| Participant deferral / active EE | $1,636 | $2,465-33.6% | $3,329-50.9% | $3,332-50.9% |
| Admin fee / account holder | $175 | $2,834-93.8% | $3,600-95.1% | $4,645-96.2% |