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 | $21,782 | $90,503-75.9% | $78,689-72.3% | $273,961-92.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 6.18% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,930 | $3,176-39.2% | $2,851-32.3% | $4,869-60.4% |
| Participant deferral / active EE | $5,775 | $3,901+48.0% | $3,517+64.2% | $5,287+9.2% |
| Admin fee / account holder | $186 | $5,263-96.5% | $4,510-95.9% | $10,132-98.2% |