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 | $21,756 | $153,311-85.8% | $109,313-80.1% | $273,961-92.1% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 14.98% | 29.86%-14.9pp | 22.07%-7.1pp | 41.45%-26.5pp |
| Employer contribution / active EE | $896 | $5,619-84.1% | $3,892-77.0% | $4,869-81.6% |
| Participant deferral / active EE | $3,022 | $3,932-23.1% | $3,166-4.6% | $5,287-42.8% |
| Admin fee / account holder | $91 | $8,076-98.9% | $5,666-98.4% | $10,132-99.1% |