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 | $15,580 | $39,122-60.2% | $57,179-72.8% | $62,891-75.2% |
| Participation rate | 64.3% | 70.5%-6.2pp | 75.3%-11.1pp | 69.3%-5.0pp |
| Annual return | 11.89% | 9.23%+2.7pp | 14.59%-2.7pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,090 | $1,874-41.8% | $2,682-59.4% | $2,281-52.2% |
| Participant deferral / active EE | $1,495 | $2,374-37.0% | $3,096-51.7% | $3,203-53.3% |
| Admin fee / account holder | $32 | $2,592-98.7% | $3,139-99.0% | $4,296-99.2% |