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 | $68,399 | $109,881-37.8% | $150,045-54.4% | $84,808-19.3% |
| Participation rate | 37.5% | 76.1%-38.6pp | 82.3%-44.8pp | 68.3%-30.8pp |
| Annual return | 18.67% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,616 | $3,561-54.6% | $4,693-65.6% | $2,631-38.6% |
| Participant deferral / active EE | $2,710 | $6,636-59.2% | $7,997-66.1% | $4,212-35.6% |
| Admin fee / account holder | $270 | $8,568-96.9% | $13,435-98.0% | $7,344-96.3% |