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 | $18,411 | $49,227-62.6% | $70,449-73.9% | $79,858-76.9% |
| Participation rate | 34.5% | 69.2%-34.7pp | 75.1%-40.6pp | 69.6%-35.2pp |
| Annual return | 20.22% | 30.06%-9.8pp | 109.03%-88.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $379 | $2,099-81.9% | $2,737-86.2% | $2,471-84.7% |
| Participant deferral / active EE | $1,323 | $2,768-52.2% | $3,709-64.3% | $3,740-64.6% |
| Admin fee / account holder | $188 | $2,878-93.5% | $3,845-95.1% | $5,306-96.5% |