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 | $34,648 | $65,685-47.3% | $57,179-39.4% | $273,961-87.4% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 6.88% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,327 | $3,279-59.5% | $2,682-50.5% | $4,869-72.8% |
| Participant deferral / active EE | $1,558 | $3,782-58.8% | $3,096-49.7% | $5,287-70.5% |
| Admin fee / account holder | $11 | $4,835-99.8% | $3,139-99.7% | $10,132-99.9% |