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 | $20,276 | $101,069-79.9% | $81,478-75.1% | $147,584-86.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 14.57% | 32.40%-17.8pp | 38.78%-24.2pp | 578.55%-564.0pp |
| Employer contribution / active EE | $348 | $3,205-89.2% | $2,568-86.5% | $4,876-92.9% |
| Participant deferral / active EE | $647 | $4,242-84.8% | $3,537-81.7% | $5,439-88.1% |
| Admin fee / account holder | $101 | $5,812-98.3% | $4,561-97.8% | $10,885-99.1% |