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 | $32,129 | $135,952-76.4% | $123,892-74.1% | $273,961-88.3% |
| Participation rate | 65.0% | 84.1%-19.1pp | 81.4%-16.4pp | 83.0%-18.0pp |
| Annual return | 11.55% | 56.63%-45.1pp | 47.52%-36.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,114 | $5,170-59.1% | $4,617-54.2% | $4,869-56.6% |
| Participant deferral / active EE | $5,578 | $6,343-12.1% | $5,984-6.8% | $5,287+5.5% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |