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 | $32,306 | $88,707-63.6% | $74,183-56.5% | $273,961-88.2% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 7.46% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,685 | $3,159-46.7% | $2,370-28.9% | $4,869-65.4% |
| Participant deferral / active EE | $4,046 | $4,212-3.9% | $3,550+14.0% | $5,287-23.5% |
| Admin fee / account holder | $17 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |