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 | $15,848 | $90,503-82.5% | $78,689-79.9% | $273,961-94.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 8.27% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $89 | $3,176-97.2% | $2,851-96.9% | $4,869-98.2% |
| Participant deferral / active EE | $1,778 | $3,901-54.4% | $3,517-49.4% | $5,287-66.4% |
| Admin fee / account holder | $114 | $5,263-97.8% | $4,510-97.5% | $10,132-98.9% |