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 | $31,995 | $86,286-62.9% | $111,297-71.3% | $85,850-62.7% |
| Participation rate | 38.9% | 73.3%-34.4pp | 77.3%-38.4pp | 69.3%-30.4pp |
| Annual return | 15.24% | 19.99%-4.7pp | 54.65%-39.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,291 | $2,043-36.8% | $2,731-52.7% | $2,565-49.7% |
| Participant deferral / active EE | $2,476 | $3,641-32.0% | $4,487-44.8% | $3,952-37.4% |
| Admin fee / account holder | $168 | $8,188-97.9% | $7,964-97.9% | $6,260-97.3% |