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 | $43,331 | $88,707-51.2% | $74,183-41.6% | $273,961-84.2% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 8.50% | 11.94%-3.4pp | 17.74%-9.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,430 | $3,159-54.7% | $2,370-39.6% | $4,869-70.6% |
| Participant deferral / active EE | $2,892 | $4,212-31.3% | $3,550-18.5% | $5,287-45.3% |
| Admin fee / account holder | $54 | $8,717-99.4% | $5,586-99.0% | $10,132-99.5% |