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 | $24,409 | $65,365-62.7% | $92,893-73.7% | $72,985-66.6% |
| Participation rate | 51.6% | 68.3%-16.7pp | 76.0%-24.4pp | 69.5%-17.9pp |
| Annual return | 20.92% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,226 | $2,594-52.7% | $3,653-66.4% | $2,440-49.8% |
| Participant deferral / active EE | $1,892 | $3,128-39.5% | $4,236-55.3% | $3,607-47.5% |
| Admin fee / account holder | $263 | $4,251-93.8% | $5,794-95.5% | $5,124-94.9% |