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 | $22,704 | $96,557-76.5% | $80,975-72.0% | $273,961-91.7% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 6.23% | 15.14%-8.9pp | 17.10%-10.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,298 | $4,868-32.3% | $3,714-11.2% | $4,869-32.3% |
| Participant deferral / active EE | $6,244 | $6,598-5.4% | $5,696+9.6% | $5,287+18.1% |
| Admin fee / account holder | $112 | $7,492-98.5% | $5,516-98.0% | $10,132-98.9% |