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 | $26,818 | $124,281-78.4% | $109,143-75.4% | $167,490-84.0% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 11.93% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,723 | $4,207-59.0% | $3,722-53.7% | $4,837-64.4% |
| Participant deferral / active EE | $2,151 | $5,255-59.1% | $4,653-53.8% | $6,341-66.1% |
| Admin fee / account holder | $45 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |