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 | $30,103 | $215,361-86.0% | $171,082-82.4% | $273,961-89.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 2.88% | 25.14%-22.3pp | 32.56%-29.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,364 | $4,967-52.4% | $4,002-40.9% | $4,869-51.4% |
| Participant deferral / active EE | $7,854 | $5,543+41.7% | $4,797+63.7% | $5,287+48.6% |
| Admin fee / account holder | $294 | $10,846-97.3% | $8,520-96.6% | $10,132-97.1% |