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 | $16,896 | $90,503-81.3% | $78,689-78.5% | $273,961-93.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 4.15% | 75.60%-71.5pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,943 | $3,176-7.3% | $2,851+3.3% | $4,869-39.5% |
| Participant deferral / active EE | $2,565 | $3,901-34.3% | $3,517-27.1% | $5,287-51.5% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |