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 | $28,773 | $90,503-68.2% | $78,689-63.4% | $273,961-89.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 19.88% | 75.60%-55.7pp | 62.18%-42.3pp | 41.45%-21.6pp |
| Employer contribution / active EE | $2,890 | $3,176-9.0% | $2,851+1.4% | $4,869-40.6% |
| Participant deferral / active EE | $7,221 | $3,901+85.1% | $3,517+105.3% | $5,287+36.6% |
| Admin fee / account holder | $43 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |