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 | $82,059 | $58,828+39.5% | $77,999+5.2% | $62,891+30.5% |
| Participation rate | 52.2% | 71.1%-18.9pp | 75.5%-23.3pp | 69.3%-17.1pp |
| Annual return | 5.85% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,148 | $1,672-31.3% | $2,470-53.5% | $2,281-49.7% |
| Participant deferral / active EE | $2,180 | $2,686-18.8% | $3,497-37.7% | $3,203-31.9% |
| Admin fee / account holder | $147 | $4,393-96.7% | $5,480-97.3% | $4,296-96.6% |