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 5-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 | $18,851 | $57,590-67.3% | $86,233-78.1% | $82,448-77.1% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 16.14% | 22.41%-6.3pp | 61.39%-45.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $871 | $1,655-47.4% | $2,504-65.2% | $2,551-65.8% |
| Participant deferral / active EE | $2,064 | $3,080-33.0% | $4,559-54.7% | $4,139-50.1% |
| Admin fee / account holder | $16 | $4,730-99.7% | $8,342-99.8% | $7,234-99.8% |