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 | $55,434 | $87,540-36.7% | $75,781-26.9% | $125,391-55.8% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | 1.93% | 13.48%-11.6pp | 9.68%-7.7pp | 282.22%-280.3pp |
| Employer contribution / active EE | $1,249 | $3,930-68.2% | $3,323-62.4% | $4,866-74.3% |
| Participant deferral / active EE | $3,713 | $4,229-12.2% | $3,651+1.7% | $5,352-30.6% |
| Admin fee / account holder | $76 | $6,502-98.8% | $5,299-98.6% | $9,540-99.2% |