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 | $20,145 | $93,346-78.4% | $71,796-71.9% | $273,961-92.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 25.46% | 130.39%-104.9pp | 78.04%-52.6pp | 41.45%-16.0pp |
| Employer contribution / active EE | $1,605 | $2,733-41.3% | $1,924-16.6% | $4,869-67.0% |
| Participant deferral / active EE | $2,021 | $3,475-41.8% | $2,794-27.7% | $5,287-61.8% |
| Admin fee / account holder | $32 | $6,571-99.5% | $4,815-99.3% | $10,132-99.7% |