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 | $46,872 | $181,894-74.2% | $156,549-70.1% | $273,961-82.9% |
| Participation rate | 45.5% | 88.4%-42.9pp | 84.0%-38.6pp | 83.0%-37.6pp |
| Annual return | 4.35% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,699 | $6,248-72.8% | $5,501-69.1% | $4,869-65.1% |
| Participant deferral / active EE | $3,461 | $5,550-37.6% | $4,871-29.0% | $5,287-34.5% |
| Admin fee / account holder | $133 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |