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 | $47,520 | $167,307-71.6% | $143,757-66.9% | $134,475-64.7% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | 5.53% | 0.46%+5.1pp | -0.04%+5.6pp | 417.96%-412.4pp |
| Employer contribution / active EE | $1,159 | $5,619-79.4% | $4,951-76.6% | $4,740-75.5% |
| Participant deferral / active EE | $3,874 | $6,446-39.9% | $5,637-31.3% | $6,400-39.5% |
| Admin fee / account holder | $300 | $18,088-98.3% | $14,673-98.0% | $11,426-97.4% |