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 7-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 | $27,637 | $81,460-66.1% | $103,333-73.3% | $80,856-65.8% |
| Participation rate | 45.7% | 66.8%-21.2pp | 74.5%-28.9pp | 67.6%-22.0pp |
| Annual return | 15.46% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,778 | $3,105-42.7% | $3,868-54.0% | $2,755-35.4% |
| Participant deferral / active EE | $2,916 | $3,869-24.6% | $5,057-42.3% | $4,296-32.1% |
| Admin fee / account holder | $223 | $6,566-96.6% | $8,355-97.3% | $6,918-96.8% |