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 | $15,822 | $48,076-67.1% | $78,689-79.9% | $62,891-74.8% |
| Participation rate | 54.5% | 65.2%-10.7pp | 73.6%-19.0pp | 69.3%-14.8pp |
| Annual return | 6.46% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $477 | $2,015-76.3% | $2,851-83.3% | $2,281-79.1% |
| Participant deferral / active EE | $2,033 | $2,588-21.5% | $3,517-42.2% | $3,203-36.5% |
| Admin fee / account holder | $166 | $3,207-94.8% | $4,510-96.3% | $4,296-96.1% |