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 | $35,204 | $181,894-80.6% | $156,549-77.5% | $273,961-87.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 6.00% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,095 | $6,248-66.5% | $5,501-61.9% | $4,869-57.0% |
| Participant deferral / active EE | $4,868 | $5,550-12.3% | $4,871-0.1% | $5,287-7.9% |
| Admin fee / account holder | $172 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |