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 | $35,108 | $115,770-69.7% | $101,248-65.3% | $158,922-77.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 22.08% | 56.14%-34.1pp | 46.47%-24.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,321 | $4,175-68.4% | $3,660-63.9% | $4,761-72.3% |
| Participant deferral / active EE | $5,364 | $4,957+8.2% | $4,370+22.7% | $5,982-10.3% |
| Admin fee / account holder | $103 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |