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 | $55,032 | $91,552-39.9% | $133,956-58.9% | $79,858-31.1% |
| Participation rate | 56.8% | 73.3%-16.5pp | 79.8%-23.0pp | 69.6%-12.8pp |
| Annual return | 17.12% | 61.85%-44.7pp | 45.09%-28.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,266 | $2,384-46.9% | $3,919-67.7% | $2,471-48.8% |
| Participant deferral / active EE | $2,629 | $3,733-29.6% | $5,048-47.9% | $3,740-29.7% |
| Admin fee / account holder | $271 | $6,321-95.7% | $8,927-97.0% | $5,306-94.9% |