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 | $31,980 | $181,894-82.4% | $156,549-79.6% | $273,961-88.3% |
| Participation rate | 41.2% | 88.4%-47.2pp | 84.0%-42.8pp | 83.0%-41.8pp |
| Annual return | 14.04% | 30.74%-16.7pp | 32.23%-18.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,590 | $6,248-74.5% | $5,501-71.1% | $4,869-67.3% |
| Participant deferral / active EE | $3,841 | $5,550-30.8% | $4,871-21.1% | $5,287-27.3% |
| Admin fee / account holder | $99 | $15,559-99.4% | $13,027-99.2% | $10,132-99.0% |