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 | $61,988 | $95,193-34.9% | $76,523-19.0% | $135,375-54.2% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | 8.99% | 4.85%+4.1pp | -0.27%+9.3pp | 519.73%-510.7pp |
| Employer contribution / active EE | $1,291 | $3,302-60.9% | $2,647-51.2% | $4,779-73.0% |
| Participant deferral / active EE | $1,540 | $4,639-66.8% | $3,835-59.8% | $5,609-72.5% |
| Admin fee / account holder | $25 | $6,249-99.6% | $4,848-99.5% | $10,827-99.8% |