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 | $32,317 | $49,227-34.4% | $70,449-54.1% | $79,858-59.5% |
| Participation rate | 65.6% | 69.2%-3.6pp | 75.1%-9.5pp | 69.6%-4.0pp |
| Annual return | 21.15% | 30.06%-8.9pp | 109.03%-87.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $992 | $2,099-52.7% | $2,737-63.7% | $2,471-59.8% |
| Participant deferral / active EE | $2,337 | $2,768-15.6% | $3,709-37.0% | $3,740-37.5% |
| Admin fee / account holder | $115 | $2,878-96.0% | $3,845-97.0% | $5,306-97.8% |