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 | $19,042 | $59,839-68.2% | $81,983-76.8% | $79,858-76.2% |
| Participation rate | 51.9% | 61.6%-9.8pp | 69.2%-17.4pp | 69.6%-17.8pp |
| Annual return | 18.97% | 17.56%+1.4pp | 41.31%-22.3pp | 31.71%-12.7pp |
| Employer contribution / active EE | $765 | $1,713-55.4% | $2,498-69.4% | $2,471-69.0% |
| Participant deferral / active EE | $2,226 | $2,695-17.4% | $3,722-40.2% | $3,740-40.5% |
| Admin fee / account holder | $20 | $4,287-99.5% | $5,664-99.6% | $5,306-99.6% |