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 | $29,270 | $88,707-67.0% | $74,183-60.5% | $273,961-89.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 6.46% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,251 | $3,159-60.4% | $2,370-47.2% | $4,869-74.3% |
| Participant deferral / active EE | $4,149 | $4,212-1.5% | $3,550+16.9% | $5,287-21.5% |
| Admin fee / account holder | $233 | $8,717-97.3% | $5,586-95.8% | $10,132-97.7% |