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 | $27,128 | $64,324-57.8% | $118,925-77.2% | $79,858-66.0% |
| Participation rate | 58.1% | 64.9%-6.8pp | 75.4%-17.3pp | 69.6%-11.6pp |
| Annual return | 24.01% | 86.45%-62.4pp | 35.88%-11.9pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,153 | $1,836-37.2% | $3,263-64.7% | $2,471-53.3% |
| Participant deferral / active EE | $2,603 | $2,824-7.8% | $4,265-39.0% | $3,740-30.4% |
| Admin fee / account holder | $10 | $4,040-99.8% | $6,581-99.8% | $5,306-99.8% |