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 | $15,141 | $68,719-78.0% | $91,541-83.5% | $84,808-82.1% |
| Participation rate | 42.9% | 64.5%-21.6pp | 69.8%-26.9pp | 68.3%-25.5pp |
| Annual return | 20.85% | 19.12%+1.7pp | 20.50%+0.3pp | 40.90%-20.0pp |
| Employer contribution / active EE | $646 | $1,920-66.4% | $2,505-74.2% | $2,631-75.5% |
| Participant deferral / active EE | $1,270 | $3,136-59.5% | $4,008-68.3% | $4,212-69.8% |
| Admin fee / account holder | $203 | $5,786-96.5% | $6,956-97.1% | $7,344-97.2% |