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 | $15,504 | $90,503-82.9% | $78,689-80.3% | $273,961-94.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 20.78% | 75.60%-54.8pp | 62.18%-41.4pp | 41.45%-20.7pp |
| Employer contribution / active EE | $851 | $3,176-73.2% | $2,851-70.2% | $4,869-82.5% |
| Participant deferral / active EE | $1,973 | $3,901-49.4% | $3,517-43.9% | $5,287-62.7% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |