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 | $24,647 | $61,660-60.0% | $80,019-69.2% | $64,186-61.6% |
| Participation rate | 44.4% | 71.7%-27.2pp | 75.8%-31.4pp | 69.6%-25.1pp |
| Annual return | 5.46% | -0.33%+5.8pp | 11.22%-5.8pp | 7.63%-2.2pp |
| Employer contribution / active EE | $779 | $1,810-57.0% | $2,468-68.4% | $2,381-67.3% |
| Participant deferral / active EE | $1,614 | $2,968-45.6% | $3,686-56.2% | $3,470-53.5% |
| Admin fee / account holder | $81 | $5,417-98.5% | $6,521-98.8% | $4,888-98.3% |