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 | $21,294 | $88,707-76.0% | $74,183-71.3% | $273,961-92.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 10.24% | 11.94%-1.7pp | 17.74%-7.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,927 | $3,159-39.0% | $2,370-18.7% | $4,869-60.4% |
| Participant deferral / active EE | $2,802 | $4,212-33.5% | $3,550-21.1% | $5,287-47.0% |
| Admin fee / account holder | $12 | $8,717-99.9% | $5,586-99.8% | $10,132-99.9% |