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 | $54,244 | $88,707-38.9% | $74,183-26.9% | $273,961-80.2% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 6.05% | 11.94%-5.9pp | 17.74%-11.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,323 | $3,159-58.1% | $2,370-44.2% | $4,869-72.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $286 | $8,717-96.7% | $5,586-94.9% | $10,132-97.2% |