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 | $71,180 | $103,376-31.1% | $87,100-18.3% | $152,861-53.4% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 21.48% | 28.10%-6.6pp | 28.19%-6.7pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,098 | $3,220-65.9% | $2,521-56.5% | $4,762-76.9% |
| Participant deferral / active EE | $4,486 | $4,778-6.1% | $4,049+10.8% | $5,850-23.3% |
| Admin fee / account holder | $211 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |