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 | $25,697 | $124,281-79.3% | $109,143-76.5% | $167,490-84.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.19% | 26.04%-12.8pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $974 | $4,207-76.9% | $3,722-73.8% | $4,837-79.9% |
| Participant deferral / active EE | $2,060 | $5,255-60.8% | $4,653-55.7% | $6,341-67.5% |
| Admin fee / account holder | $52 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |