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 | $18,233 | $56,054-67.5% | $171,082-89.3% | $62,891-71.0% |
| Participation rate | 53.1% | 62.9%-9.8pp | 76.7%-23.6pp | 69.3%-16.2pp |
| Annual return | 7.69% | 22.52%-14.8pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $429 | $1,731-75.2% | $4,002-89.3% | $2,281-81.2% |
| Participant deferral / active EE | $1,085 | $3,158-65.6% | $4,797-77.4% | $3,203-66.1% |
| Admin fee / account holder | $232 | $3,647-93.6% | $8,520-97.3% | $4,296-94.6% |