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 | $29,882 | $56,897-47.5% | $84,750-64.7% | $62,891-52.5% |
| Participation rate | 67.3% | 68.5%-1.2pp | 76.6%-9.3pp | 69.3%-2.0pp |
| Annual return | 7.50% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,309 | $2,400-45.4% | $3,574-63.4% | $2,281-42.6% |
| Participant deferral / active EE | $1,866 | $2,709-31.1% | $3,712-49.7% | $3,203-41.7% |
| Admin fee / account holder | $264 | $3,581-92.6% | $5,332-95.0% | $4,296-93.9% |