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 | $22,473 | $81,248-72.3% | $155,509-85.5% | $80,856-72.2% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 10.67% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $505 | $3,100-83.7% | $4,672-89.2% | $2,755-81.7% |
| Participant deferral / active EE | $1,225 | $3,452-64.5% | $5,626-78.2% | $4,296-71.5% |
| Admin fee / account holder | $255 | $7,997-96.8% | $15,912-98.4% | $6,918-96.3% |