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 | $72,905 | $90,503-19.4% | $78,689-7.4% | $273,961-73.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 5.91% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,446 | $3,176-23.0% | $2,851-14.2% | $4,869-49.8% |
| Participant deferral / active EE | $5,845 | $3,901+49.8% | $3,517+66.2% | $5,287+10.6% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |