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 | $18,847 | $99,341-81.0% | $84,750-77.8% | $273,961-93.1% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 4.63% | 22.93%-18.3pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,492 | $4,214-64.6% | $3,574-58.3% | $4,869-69.4% |
| Participant deferral / active EE | $4,691 | $4,269+9.9% | $3,712+26.4% | $5,287-11.3% |
| Admin fee / account holder | $200 | $6,644-97.0% | $5,332-96.3% | $10,132-98.0% |