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 | $36,031 | $76,552-52.9% | $123,892-70.9% | $62,891-42.7% |
| Participation rate | 44.4% | 73.0%-28.5pp | 81.4%-37.0pp | 69.3%-24.9pp |
| Annual return | 16.23% | 18.68%-2.4pp | 47.52%-31.3pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,470 | $2,883-49.0% | $4,617-68.2% | $2,281-35.5% |
| Participant deferral / active EE | $2,531 | $4,840-47.7% | $5,984-57.7% | $3,203-21.0% |
| Admin fee / account holder | $140 | $4,826-97.1% | $8,357-98.3% | $4,296-96.8% |