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 | $23,365 | $58,208-59.9% | $81,812-71.4% | $80,856-71.1% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 13.32% | 41.66%-28.3pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $813 | $2,340-65.3% | $2,912-72.1% | $2,755-70.5% |
| Participant deferral / active EE | $1,772 | $3,281-46.0% | $4,319-59.0% | $4,296-58.8% |
| Admin fee / account holder | $27 | $4,981-99.5% | $7,386-99.6% | $6,918-99.6% |