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 | $19,198 | $103,949-81.5% | $69,182-72.3% | $273,961-93.0% |
| Participation rate | 60.0% | 67.4%-7.4pp | 55.1%+4.9pp | 83.0%-23.0pp |
| Annual return | 7.65% | 35.28%-27.6pp | -21.93%+29.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,449 | $1,783+37.3% | $1,206+103.0% | $4,869-49.7% |
| Participant deferral / active EE | $2,956 | $2,716+8.8% | $1,897+55.8% | $5,287-44.1% |
| Admin fee / account holder | $93 | $3,671-97.5% | $2,697-96.6% | $10,132-99.1% |