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 | $42,415 | $90,503-53.1% | $78,689-46.1% | $273,961-84.5% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 5.75% | 75.60%-69.9pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $405 | $3,176-87.2% | $2,851-85.8% | $4,869-91.7% |
| Participant deferral / active EE | $1,526 | $3,901-60.9% | $3,517-56.6% | $5,287-71.1% |
| Admin fee / account holder | $91 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |