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 | $42,976 | $90,503-52.5% | $78,689-45.4% | $273,961-84.3% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 7.17% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $214 | $3,176-93.3% | $2,851-92.5% | $4,869-95.6% |
| Participant deferral / active EE | $956 | $3,901-75.5% | $3,517-72.8% | $5,287-81.9% |
| Admin fee / account holder | $26 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |