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 | $12,837 | $49,227-73.9% | $70,449-81.8% | $79,858-83.9% |
| Participation rate | 69.5% | 69.2%+0.3pp | 75.1%-5.6pp | 69.6%-0.1pp |
| Annual return | 24.64% | 30.06%-5.4pp | 109.03%-84.4pp | 31.71%-7.1pp |
| Employer contribution / active EE | $865 | $2,099-58.8% | $2,737-68.4% | $2,471-65.0% |
| Participant deferral / active EE | $1,594 | $2,768-42.4% | $3,709-57.0% | $3,740-57.4% |
| Admin fee / account holder | $115 | $2,878-96.0% | $3,845-97.0% | $5,306-97.8% |