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 | $27,729 | $96,956-71.4% | $70,014-60.4% | $273,961-89.9% |
| Participation rate | 57.1% | 77.1%-19.9pp | 71.8%-14.7pp | 83.0%-25.9pp |
| Annual return | 13.58% | 12.93%+0.6pp | 12.99%+0.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $2,105 | $3,316-36.5% | $2,338-10.0% | $4,869-56.8% |
| Participant deferral / active EE | $3,951 | $3,744+5.5% | $2,931+34.8% | $5,287-25.3% |
| Admin fee / account holder | $151 | $7,934-98.1% | $4,380-96.6% | $10,132-98.5% |