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 | $25,516 | $48,076-46.9% | $78,689-67.6% | $62,891-59.4% |
| Participation rate | 61.5% | 65.2%-3.7pp | 73.6%-12.0pp | 69.3%-7.8pp |
| Annual return | 7.08% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,052 | $2,015-47.8% | $2,851-63.1% | $2,281-53.9% |
| Participant deferral / active EE | $2,755 | $2,588+6.5% | $3,517-21.7% | $3,203-14.0% |
| Admin fee / account holder | $246 | $3,207-92.3% | $4,510-94.5% | $4,296-94.3% |