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 | $37,446 | $90,503-58.6% | $78,689-52.4% | $273,961-86.3% |
| Participation rate | 52.9% | 76.5%-23.6pp | 73.6%-20.6pp | 83.0%-30.1pp |
| Annual return | 6.07% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,749 | $3,176-44.9% | $2,851-38.6% | $4,869-64.1% |
| Participant deferral / active EE | $2,623 | $3,901-32.8% | $3,517-25.4% | $5,287-50.4% |
| Admin fee / account holder | $166 | $5,263-96.8% | $4,510-96.3% | $10,132-98.4% |