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 | $24,406 | $56,897-57.1% | $84,750-71.2% | $62,891-61.2% |
| Participation rate | 41.0% | 68.5%-27.6pp | 76.6%-35.6pp | 69.3%-28.3pp |
| Annual return | 6.02% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $734 | $2,400-69.4% | $3,574-79.5% | $2,281-67.8% |
| Participant deferral / active EE | $1,292 | $2,709-52.3% | $3,712-65.2% | $3,203-59.7% |
| Admin fee / account holder | $207 | $3,581-94.2% | $5,332-96.1% | $4,296-95.2% |