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 | $16,691 | $48,076-65.3% | $78,689-78.8% | $62,891-73.5% |
| Participation rate | 44.0% | 65.2%-21.2pp | 73.6%-29.6pp | 69.3%-25.3pp |
| Annual return | 7.60% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $840 | $2,015-58.3% | $2,851-70.5% | $2,281-63.2% |
| Participant deferral / active EE | $843 | $2,588-67.4% | $3,517-76.0% | $3,203-73.7% |
| Admin fee / account holder | $7 | $3,207-99.8% | $4,510-99.8% | $4,296-99.8% |