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 | $31,248 | $65,685-52.4% | $57,179-45.4% | $273,961-88.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 3.11% | 21.99%-18.9pp | 14.59%-11.5pp | 41.45%-38.3pp |
| Employer contribution / active EE | $343 | $3,279-89.6% | $2,682-87.2% | $4,869-93.0% |
| Participant deferral / active EE | $1,103 | $3,782-70.8% | $3,096-64.4% | $5,287-79.1% |
| Admin fee / account holder | $19 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |