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 | $22,792 | $90,503-74.8% | $78,689-71.0% | $273,961-91.7% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 10.95% | 75.60%-64.6pp | 62.18%-51.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,546 | $3,176-51.3% | $2,851-45.8% | $4,869-68.2% |
| Participant deferral / active EE | $2,326 | $3,901-40.4% | $3,517-33.9% | $5,287-56.0% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |