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 | $19,938 | $43,075-53.7% | $74,583-73.3% | $62,891-68.3% |
| Participation rate | 25.9% | 58.1%-32.1pp | 68.1%-42.2pp | 69.3%-43.4pp |
| Annual return | 5.29% | 17.50%-12.2pp | 20.47%-15.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $399 | $1,498-73.4% | $2,525-84.2% | $2,281-82.5% |
| Participant deferral / active EE | $1,580 | $2,389-33.9% | $3,458-54.3% | $3,203-50.7% |
| Admin fee / account holder | $234 | $2,840-91.8% | $4,138-94.4% | $4,296-94.6% |