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 | $41,767 | $74,927-44.3% | $101,794-59.0% | $84,808-50.8% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.2%-15.3pp | 68.3%-14.5pp |
| Annual return | 15.00% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,325 | $1,522-13.0% | $2,289-42.1% | $2,631-49.7% |
| Participant deferral / active EE | $3,776 | $3,099+21.8% | $4,084-7.5% | $4,212-10.3% |
| Admin fee / account holder | $289 | $6,514-95.6% | $8,777-96.7% | $7,344-96.1% |