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 | $48,216 | $93,571-48.5% | $135,903-64.5% | $75,163-35.9% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.1pp | 67.2%-5.4pp |
| Annual return | 23.08% | 30.90%-7.8pp | 68.23%-45.2pp | 160.62%-137.5pp |
| Employer contribution / active EE | $3,794 | $3,537+7.3% | $4,856-21.9% | $2,670+42.1% |
| Participant deferral / active EE | $6,009 | $6,404-6.2% | $7,758-22.5% | $4,125+45.7% |
| Admin fee / account holder | $260 | $6,975-96.3% | $10,762-97.6% | $5,651-95.4% |