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 | $44,032 | $73,933-40.4% | $96,683-54.5% | $75,163-41.4% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 13.38% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,171 | $2,928-60.0% | $3,737-68.7% | $2,670-56.1% |
| Participant deferral / active EE | $3,242 | $3,659-11.4% | $4,878-33.5% | $4,125-21.4% |
| Admin fee / account holder | $291 | $5,216-94.4% | $6,730-95.7% | $5,651-94.9% |