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 | $18,067 | $72,012-74.9% | $185,823-90.3% | $79,858-77.4% |
| Participation rate | 63.0% | 65.8%-2.7pp | 78.0%-15.0pp | 69.6%-6.6pp |
| Annual return | 22.39% | 23.12%-0.7pp | 35.95%-13.6pp | 31.71%-9.3pp |
| Employer contribution / active EE | $878 | $1,965-55.3% | $4,087-78.5% | $2,471-64.5% |
| Participant deferral / active EE | $2,150 | $3,779-43.1% | $5,632-61.8% | $3,740-42.5% |
| Admin fee / account holder | $16 | $4,513-99.7% | $9,500-99.8% | $5,306-99.7% |