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 | $18,786 | $65,365-71.3% | $92,893-79.8% | $72,985-74.3% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.0%-7.3pp | 69.5%-0.7pp |
| Annual return | 24.71% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $952 | $2,594-63.3% | $3,653-74.0% | $2,440-61.0% |
| Participant deferral / active EE | $2,268 | $3,128-27.5% | $4,236-46.5% | $3,607-37.1% |
| Admin fee / account holder | $109 | $4,251-97.4% | $5,794-98.1% | $5,124-97.9% |