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 | $14,073 | $93,071-84.9% | $74,583-81.1% | $273,961-94.9% |
| Participation rate | 38.9% | 74.9%-36.1pp | 68.1%-29.2pp | 83.0%-44.1pp |
| Annual return | 5.39% | 26.18%-20.8pp | 20.47%-15.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $582 | $3,160-81.6% | $2,525-77.0% | $4,869-88.0% |
| Participant deferral / active EE | $1,715 | $4,160-58.8% | $3,458-50.4% | $5,287-67.6% |
| Admin fee / account holder | $169 | $5,272-96.8% | $4,138-95.9% | $10,132-98.3% |