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 | $53,639 | $88,707-39.5% | $74,183-27.7% | $273,961-80.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 9.23% | 11.94%-2.7pp | 17.74%-8.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,675 | $3,159-47.0% | $2,370-29.3% | $4,869-65.6% |
| Participant deferral / active EE | $3,259 | $4,212-22.6% | $3,550-8.2% | $5,287-38.4% |
| Admin fee / account holder | $204 | $8,717-97.7% | $5,586-96.4% | $10,132-98.0% |