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 | $58,869 | $93,346-36.9% | $71,796-18.0% | $273,961-78.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 10.01% | 130.39%-120.4pp | 78.04%-68.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,730 | $2,733-36.7% | $1,924-10.1% | $4,869-64.5% |
| Participant deferral / active EE | $3,932 | $3,475+13.1% | $2,794+40.7% | $5,287-25.6% |
| Admin fee / account holder | $123 | $6,571-98.1% | $4,815-97.5% | $10,132-98.8% |