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 | $16,828 | $48,076-65.0% | $78,689-78.6% | $62,891-73.2% |
| Participation rate | 53.6% | 65.2%-11.6pp | 73.6%-20.0pp | 69.3%-15.7pp |
| Annual return | 5.20% | 31.35%-26.2pp | 62.18%-57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $204 | $2,015-89.9% | $2,851-92.8% | $2,281-91.1% |
| Participant deferral / active EE | $952 | $2,588-63.2% | $3,517-72.9% | $3,203-70.3% |
| Admin fee / account holder | $116 | $3,207-96.4% | $4,510-97.4% | $4,296-97.3% |