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 | $26,862 | $135,952-80.2% | $123,892-78.3% | $273,961-90.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 10.98% | 56.63%-45.6pp | 47.52%-36.5pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,300 | $5,170-74.9% | $4,617-71.8% | $4,869-73.3% |
| Participant deferral / active EE | $3,575 | $6,343-43.6% | $5,984-40.3% | $5,287-32.4% |
| Admin fee / account holder | $86 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |