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 | $31,306 | $103,949-69.9% | $69,182-54.7% | $273,961-88.6% |
| Participation rate | 65.2% | 67.4%-2.1pp | 55.1%+10.1pp | 83.0%-17.8pp |
| Annual return | 20.86% | 35.28%-14.4pp | -21.93%+42.8pp | 41.45%-20.6pp |
| Employer contribution / active EE | $504 | $1,783-71.7% | $1,206-58.2% | $4,869-89.7% |
| Participant deferral / active EE | $2,352 | $2,716-13.4% | $1,897+24.0% | $5,287-55.5% |
| Admin fee / account holder | $49 | $3,671-98.7% | $2,697-98.2% | $10,132-99.5% |