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 | $45,397 | $87,540-48.1% | $75,781-40.1% | $125,391-63.8% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | 2.45% | 13.48%-11.0pp | 9.68%-7.2pp | 282.22%-279.8pp |
| Employer contribution / active EE | $1,983 | $3,930-49.5% | $3,323-40.3% | $4,866-59.2% |
| Participant deferral / active EE | $4,671 | $4,229+10.5% | $3,651+27.9% | $5,352-12.7% |
| Admin fee / account holder | $95 | $6,502-98.5% | $5,299-98.2% | $9,540-99.0% |