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 | $24,219 | $77,634-68.8% | $156,549-84.5% | $62,891-61.5% |
| Participation rate | 57.4% | 71.2%-13.8pp | 84.0%-26.6pp | 69.3%-11.9pp |
| Annual return | 6.06% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,206 | $3,444-65.0% | $5,501-78.1% | $2,281-47.1% |
| Participant deferral / active EE | $1,645 | $3,045-46.0% | $4,871-66.2% | $3,203-48.6% |
| Admin fee / account holder | $236 | $5,561-95.8% | $13,027-98.2% | $4,296-94.5% |