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 | $35,875 | $93,071-61.5% | $74,583-51.9% | $273,961-86.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 15.00% | 26.18%-11.2pp | 20.47%-5.5pp | 41.45%-26.5pp |
| Employer contribution / active EE | $1,454 | $3,160-54.0% | $2,525-42.4% | $4,869-70.1% |
| Participant deferral / active EE | $3,645 | $4,160-12.4% | $3,458+5.4% | $5,287-31.1% |
| Admin fee / account holder | $189 | $5,272-96.4% | $4,138-95.4% | $10,132-98.1% |