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 | $25,527 | $93,071-72.6% | $74,583-65.8% | $273,961-90.7% |
| Participation rate | 61.5% | 74.9%-13.4pp | 68.1%-6.6pp | 83.0%-21.5pp |
| Annual return | 6.01% | 26.18%-20.2pp | 20.47%-14.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,327 | $3,160-26.3% | $2,525-7.8% | $4,869-52.2% |
| Participant deferral / active EE | $6,220 | $4,160+49.5% | $3,458+79.9% | $5,287+17.6% |
| Admin fee / account holder | $248 | $5,272-95.3% | $4,138-94.0% | $10,132-97.5% |