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 | $23,119 | $45,035-48.7% | $62,995-63.3% | $70,131-67.0% |
| Participation rate | 64.2% | 69.5%-5.3pp | 74.8%-10.6pp | 69.5%-5.4pp |
| Annual return | 18.07% | 18.76%-0.7pp | 87.57%-69.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $763 | $2,051-62.8% | $2,759-72.4% | $2,342-67.4% |
| Participant deferral / active EE | $2,246 | $2,465-8.9% | $3,329-32.5% | $3,332-32.6% |
| Admin fee / account holder | $16 | $2,834-99.5% | $3,600-99.6% | $4,645-99.7% |