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 | $29,386 | $53,901-45.5% | $134,143-78.1% | $73,488-60.0% |
| Participation rate | 63.6% | 62.8%+0.8pp | 72.2%-8.5pp | 70.7%-7.0pp |
| Annual return | 19.88% | 15.82%+4.1pp | 36.33%-16.5pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,102 | $1,458-24.5% | $3,704-70.3% | $2,270-51.5% |
| Participant deferral / active EE | $1,921 | $2,739-29.9% | $3,499-45.1% | $3,740-48.6% |
| Admin fee / account holder | $174 | $581-70.1% | $6,684-97.4% | $513-66.1% |