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 | $70,739 | $90,503-21.8% | $78,689-10.1% | $273,961-74.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 4.74% | 75.60%-70.9pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $285 | $3,176-91.0% | $2,851-90.0% | $4,869-94.1% |
| Participant deferral / active EE | $1,701 | $3,901-56.4% | $3,517-51.6% | $5,287-67.8% |
| Admin fee / account holder | $42 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |