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 | $74,476 | $118,450-37.1% | $98,439-24.3% | $139,434-46.6% |
| Participation rate | 68.8% | 77.4%-8.7pp | 75.2%-6.4pp | 80.3%-11.6pp |
| Annual return | 15.89% | 18.94%-3.0pp | 21.16%-5.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,202 | $3,609-66.7% | $3,048-60.6% | $4,751-74.7% |
| Participant deferral / active EE | $3,616 | $5,392-32.9% | $4,738-23.7% | $6,710-46.1% |
| Admin fee / account holder | $153 | $14,026-98.9% | $8,948-98.3% | $11,403-98.7% |