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 | $30,239 | $215,361-86.0% | $171,082-82.3% | $273,961-89.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | 25.87% | 25.14%+0.7pp | 32.56%-6.7pp | 41.45%-15.6pp |
| Employer contribution / active EE | $1,531 | $4,967-69.2% | $4,002-61.7% | $4,869-68.6% |
| Participant deferral / active EE | $10,380 | $5,543+87.3% | $4,797+116.4% | $5,287+96.3% |
| Admin fee / account holder | $274 | $10,846-97.5% | $8,520-96.8% | $10,132-97.3% |