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 | $18,067 | $77,634-76.7% | $156,549-88.5% | $62,891-71.3% |
| Participation rate | 48.7% | 71.2%-22.5pp | 84.0%-35.3pp | 69.3%-20.6pp |
| Annual return | 19.73% | 50.32%-30.6pp | 32.23%-12.5pp | 20.14%-0.4pp |
| Employer contribution / active EE | $374 | $3,444-89.1% | $5,501-93.2% | $2,281-83.6% |
| Participant deferral / active EE | $2,443 | $3,045-19.8% | $4,871-49.9% | $3,203-23.7% |
| Admin fee / account holder | $151 | $5,561-97.3% | $13,027-98.8% | $4,296-96.5% |