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 | $30,394 | $135,952-77.6% | $123,892-75.5% | $273,961-88.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.85% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,271 | $5,170-75.4% | $4,617-72.5% | $4,869-73.9% |
| Participant deferral / active EE | $2,077 | $6,343-67.3% | $5,984-65.3% | $5,287-60.7% |
| Admin fee / account holder | $226 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |