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 | $39,963 | $90,503-55.8% | $78,689-49.2% | $273,961-85.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.90% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,552 | $3,176-51.1% | $2,851-45.6% | $4,869-68.1% |
| Participant deferral / active EE | $1,242 | $3,901-68.2% | $3,517-64.7% | $5,287-76.5% |
| Admin fee / account holder | $273 | $5,263-94.8% | $4,510-93.9% | $10,132-97.3% |