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 | $43,992 | $58,523-24.8% | $99,443-55.8% | $72,985-39.7% |
| Participation rate | 52.9% | 64.6%-11.8pp | 73.8%-21.0pp | 69.5%-16.6pp |
| Annual return | 27.89% | 28.51%-0.6pp | 30.72%-2.8pp | 81.00%-53.1pp |
| Employer contribution / active EE | $1,145 | $1,512-24.2% | $2,540-54.9% | $2,440-53.1% |
| Participant deferral / active EE | $3,289 | $2,606+26.2% | $3,619-9.1% | $3,607-8.8% |
| Admin fee / account holder | $162 | $4,102-96.0% | $6,250-97.4% | $5,124-96.8% |