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 6-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 | $47,175 | $81,460-42.1% | $103,333-54.3% | $80,856-41.7% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 13.15% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,514 | $3,105-51.2% | $3,868-60.8% | $2,755-45.0% |
| Participant deferral / active EE | $3,070 | $3,869-20.7% | $5,057-39.3% | $4,296-28.5% |
| Admin fee / account holder | $210 | $6,566-96.8% | $8,355-97.5% | $6,918-97.0% |