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 | $20,015 | $90,503-77.9% | $78,689-74.6% | $273,961-92.7% |
| Participation rate | 63.2% | 76.5%-13.4pp | 73.6%-10.4pp | 83.0%-19.9pp |
| Annual return | 9.03% | 75.60%-66.6pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $436 | $3,176-86.3% | $2,851-84.7% | $4,869-91.0% |
| Participant deferral / active EE | $2,719 | $3,901-30.3% | $3,517-22.7% | $5,287-48.6% |
| Admin fee / account holder | $77 | $5,263-98.5% | $4,510-98.3% | $10,132-99.2% |