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 | $29,899 | $93,071-67.9% | $74,583-59.9% | $273,961-89.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 5.49% | 26.18%-20.7pp | 20.47%-15.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $639 | $3,160-79.8% | $2,525-74.7% | $4,869-86.9% |
| Participant deferral / active EE | $932 | $4,160-77.6% | $3,458-73.1% | $5,287-82.4% |
| Admin fee / account holder | $101 | $5,272-98.1% | $4,138-97.6% | $10,132-99.0% |