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 | $12,603 | $39,122-67.8% | $57,179-78.0% | $62,891-80.0% |
| Participation rate | 67.4% | 70.5%-3.1pp | 75.3%-7.9pp | 69.3%-1.9pp |
| Annual return | 8.48% | 9.23%-0.8pp | 14.59%-6.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,260 | $1,874-32.8% | $2,682-53.0% | $2,281-44.8% |
| Participant deferral / active EE | $3,483 | $2,374+46.7% | $3,096+12.5% | $3,203+8.7% |
| Admin fee / account holder | $92 | $2,592-96.5% | $3,139-97.1% | $4,296-97.9% |