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 | $20,667 | $54,762-62.3% | $90,281-77.1% | $72,985-71.7% |
| Participation rate | 62.5% | 65.1%-2.6pp | 73.3%-10.8pp | 69.5%-7.0pp |
| Annual return | 20.54% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,114 | $2,092-46.8% | $2,854-61.0% | $2,440-54.4% |
| Participant deferral / active EE | $1,695 | $2,887-41.3% | $3,885-56.4% | $3,607-53.0% |
| Admin fee / account holder | $128 | $3,972-96.8% | $5,351-97.6% | $5,124-97.5% |