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 | $37,226 | $90,503-58.9% | $78,689-52.7% | $273,961-86.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 3.76% | 75.60%-71.8pp | 62.18%-58.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,124 | $3,176-64.6% | $2,851-60.6% | $4,869-76.9% |
| Participant deferral / active EE | $3,276 | $3,901-16.0% | $3,517-6.8% | $5,287-38.0% |
| Admin fee / account holder | $105 | $5,263-98.0% | $4,510-97.7% | $10,132-99.0% |