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 | $36,643 | $78,705-53.4% | $117,854-68.9% | $70,131-47.8% |
| Participation rate | 68.8% | 73.2%-4.4pp | 79.7%-10.9pp | 69.5%-0.8pp |
| Annual return | 20.08% | 23.30%-3.2pp | 335.08%-315.0pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,148 | $2,223-3.4% | $3,786-43.3% | $2,342-8.3% |
| Participant deferral / active EE | $3,419 | $3,297+3.7% | $4,482-23.7% | $3,332+2.6% |
| Admin fee / account holder | $142 | $5,065-97.2% | $8,020-98.2% | $4,645-96.9% |