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 | $31,657 | $106,515-70.3% | $96,683-67.3% | $139,434-77.3% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 18.83% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,725 | $4,103-58.0% | $3,737-53.8% | $4,751-63.7% |
| Participant deferral / active EE | $3,416 | $5,454-37.4% | $4,878-30.0% | $6,710-49.1% |
| Admin fee / account holder | $140 | $7,877-98.2% | $6,730-97.9% | $11,403-98.8% |