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 | $14,343 | $90,503-84.2% | $78,689-81.8% | $273,961-94.8% |
| Participation rate | 60.9% | 76.5%-15.6pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 9.16% | 75.60%-66.4pp | 62.18%-53.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,059 | $3,176-35.2% | $2,851-27.8% | $4,869-57.7% |
| Participant deferral / active EE | $3,627 | $3,901-7.0% | $3,517+3.1% | $5,287-31.4% |
| Admin fee / account holder | $209 | $5,263-96.0% | $4,510-95.4% | $10,132-97.9% |