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 | $18,742 | $53,777-65.1% | $134,143-86.0% | $79,858-76.5% |
| Participation rate | 65.7% | 58.8%+6.9pp | 72.2%-6.5pp | 69.6%-3.9pp |
| Annual return | 18.15% | 19.01%-0.9pp | 36.33%-18.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,731 | $1,321+31.0% | $3,704-53.3% | $2,471-30.0% |
| Participant deferral / active EE | $2,032 | $2,420-16.0% | $3,499-41.9% | $3,740-45.7% |
| Admin fee / account holder | $219 | $3,984-94.5% | $6,684-96.7% | $5,306-95.9% |