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 | $26,657 | $48,076-44.6% | $78,689-66.1% | $62,891-57.6% |
| Participation rate | 55.2% | 65.2%-10.0pp | 73.6%-18.4pp | 69.3%-14.1pp |
| Annual return | 10.69% | 31.35%-20.7pp | 62.18%-51.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,242 | $2,015+11.3% | $2,851-21.3% | $2,281-1.7% |
| Participant deferral / active EE | $3,488 | $2,588+34.8% | $3,517-0.8% | $3,203+8.9% |
| Admin fee / account holder | $33 | $3,207-99.0% | $4,510-99.3% | $4,296-99.2% |