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 | $14,948 | $90,503-83.5% | $78,689-81.0% | $273,961-94.5% |
| Participation rate | 30.8% | 76.5%-45.7pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 8.60% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $741 | $3,176-76.7% | $2,851-74.0% | $4,869-84.8% |
| Participant deferral / active EE | $885 | $3,901-77.3% | $3,517-74.8% | $5,287-83.3% |
| Admin fee / account holder | $121 | $5,263-97.7% | $4,510-97.3% | $10,132-98.8% |