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 | $25,242 | $90,503-72.1% | $78,689-67.9% | $273,961-90.8% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 13.88% | 75.60%-61.7pp | 62.18%-48.3pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,879 | $3,176-9.4% | $2,851+1.0% | $4,869-40.9% |
| Participant deferral / active EE | $5,428 | $3,901+39.1% | $3,517+54.3% | $5,287+2.7% |
| Admin fee / account holder | $195 | $5,263-96.3% | $4,510-95.7% | $10,132-98.1% |