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 | $21,285 | $49,791-57.3% | $78,210-72.8% | $70,131-69.6% |
| Participation rate | 37.6% | 62.3%-24.7pp | 68.7%-31.1pp | 69.5%-31.9pp |
| Annual return | 14.45% | 20.75%-6.3pp | 40.90%-26.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $277 | $1,430-80.6% | $2,034-86.4% | $2,342-88.2% |
| Participant deferral / active EE | $896 | $2,150-58.3% | $2,823-68.3% | $3,332-73.1% |
| Admin fee / account holder | $273 | $3,181-91.4% | $3,758-92.7% | $4,645-94.1% |