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 | $19,230 | $63,346-69.6% | $92,233-79.2% | $70,131-72.6% |
| Participation rate | 58.1% | 68.7%-10.5pp | 76.5%-18.3pp | 69.5%-11.4pp |
| Annual return | 18.61% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,133 | $2,471-54.1% | $3,679-69.2% | $2,342-51.6% |
| Participant deferral / active EE | $2,535 | $2,854-11.2% | $3,897-35.0% | $3,332-23.9% |
| Admin fee / account holder | $46 | $3,840-98.8% | $5,194-99.1% | $4,645-99.0% |