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 | $28,677 | $90,503-68.3% | $78,689-63.6% | $273,961-89.5% |
| Participation rate | 46.7% | 76.5%-29.9pp | 73.6%-26.9pp | 83.0%-36.3pp |
| Annual return | 5.07% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $153 | $3,176-95.2% | $2,851-94.6% | $4,869-96.9% |
| Participant deferral / active EE | $1,147 | $3,901-70.6% | $3,517-67.4% | $5,287-78.3% |
| Admin fee / account holder | $107 | $5,263-98.0% | $4,510-97.6% | $10,132-98.9% |