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 | $26,162 | $43,327-39.6% | $59,878-56.3% | $64,186-59.2% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | 6.83% | -1.55%+8.4pp | 3.46%+3.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,510 | $2,028-25.5% | $2,722-44.5% | $2,381-36.6% |
| Participant deferral / active EE | $1,816 | $2,546-28.7% | $3,402-46.6% | $3,470-47.7% |
| Admin fee / account holder | $64 | $3,005-97.9% | $3,590-98.2% | $4,888-98.7% |