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 | $22,088 | $77,634-71.5% | $156,549-85.9% | $62,891-64.9% |
| Participation rate | 65.6% | 71.2%-5.6pp | 84.0%-18.4pp | 69.3%-3.7pp |
| Annual return | 5.36% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,559 | $3,444-54.7% | $5,501-71.7% | $2,281-31.7% |
| Participant deferral / active EE | $2,168 | $3,045-28.8% | $4,871-55.5% | $3,203-32.3% |
| Admin fee / account holder | $119 | $5,561-97.9% | $13,027-99.1% | $4,296-97.2% |