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 | $19,980 | $90,503-77.9% | $78,689-74.6% | $273,961-92.7% |
| Participation rate | 53.8% | 76.5%-22.7pp | 73.6%-19.7pp | 83.0%-29.2pp |
| Annual return | 6.81% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,770 | $3,176-44.3% | $2,851-37.9% | $4,869-63.6% |
| Participant deferral / active EE | $3,143 | $3,901-19.4% | $3,517-10.6% | $5,287-40.5% |
| Admin fee / account holder | $152 | $5,263-97.1% | $4,510-96.6% | $10,132-98.5% |