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 | $18,529 | $90,503-79.5% | $78,689-76.5% | $273,961-93.2% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 9.76% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $671 | $3,176-78.9% | $2,851-76.5% | $4,869-86.2% |
| Participant deferral / active EE | $3,356 | $3,901-14.0% | $3,517-4.6% | $5,287-36.5% |
| Admin fee / account holder | $168 | $5,263-96.8% | $4,510-96.3% | $10,132-98.3% |