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 | $66,267 | $90,503-26.8% | $78,689-15.8% | $273,961-75.8% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 6.43% | 75.60%-69.2pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,480 | $3,176-53.4% | $2,851-48.1% | $4,869-69.6% |
| Participant deferral / active EE | $1,742 | $3,901-55.4% | $3,517-50.5% | $5,287-67.1% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |