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 | $25,901 | $91,190-71.6% | $178,490-85.5% | $79,858-67.6% |
| Participation rate | 61.0% | 69.2%-8.2pp | 81.9%-20.9pp | 69.6%-8.6pp |
| Annual return | 17.98% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $857 | $3,256-73.7% | $5,011-82.9% | $2,471-65.3% |
| Participant deferral / active EE | $1,409 | $3,236-56.4% | $5,202-72.9% | $3,740-62.3% |
| Admin fee / account holder | $229 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |