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 | $32,668 | $69,977-53.3% | $108,579-69.9% | $62,891-48.1% |
| Participation rate | 51.7% | 72.9%-21.2pp | 79.6%-27.8pp | 69.3%-17.6pp |
| Annual return | 6.87% | 10.73%-3.9pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $768 | $2,135-64.0% | $3,758-79.6% | $2,281-66.3% |
| Participant deferral / active EE | $1,479 | $3,165-53.3% | $4,311-65.7% | $3,203-53.8% |
| Admin fee / account holder | $41 | $5,076-99.2% | $7,645-99.5% | $4,296-99.1% |