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 | $22,585 | $46,869-51.8% | $122,332-81.5% | $70,131-67.8% |
| Participation rate | 67.9% | 58.2%+9.7pp | 71.6%-3.8pp | 69.5%-1.7pp |
| Annual return | 17.54% | 24.22%-6.7pp | 30.27%-12.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $664 | $1,288-48.5% | $4,050-83.6% | $2,342-71.7% |
| Participant deferral / active EE | $2,252 | $2,166+3.9% | $3,287-31.5% | $3,332-32.4% |
| Admin fee / account holder | $62 | $3,322-98.1% | $5,478-98.9% | $4,645-98.7% |