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 | $67,894-77.7% | $89,340-83.1% | $82,448-81.6% |
| Participation rate | 42.9% | 64.0%-21.2pp | 69.6%-26.7pp | 68.1%-25.2pp |
| Annual return | 20.85% | 19.21%+1.6pp | 20.57%+0.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $646 | $1,828-64.7% | $2,231-71.1% | $2,551-74.7% |
| Participant deferral / active EE | $1,270 | $3,072-58.7% | $3,823-66.8% | $4,139-69.3% |
| Admin fee / account holder | $203 | $5,723-96.5% | $6,704-97.0% | $7,234-97.2% |