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 | $58,037 | $81,233-28.6% | $155,567-62.7% | $80,874-28.2% |
| Participation rate | 56.3% | 66.2%-10.0pp | 78.2%-21.9pp | 67.6%-11.4pp |
| Annual return | 17.49% | 33.33%-15.8pp | 64.74%-47.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $1,655 | $3,101-46.6% | $4,674-64.6% | $2,756-39.9% |
| Participant deferral / active EE | $2,686 | $3,452-22.2% | $5,628-52.3% | $4,297-37.5% |
| Admin fee / account holder | $280 | $7,998-96.5% | $15,916-98.2% | $6,935-96.0% |