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 | $48,776 | $88,707-45.0% | $74,183-34.2% | $273,961-82.2% |
| Participation rate | 57.9% | 79.4%-21.6pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 3.06% | 11.94%-8.9pp | 17.74%-14.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,391 | $3,159-56.0% | $2,370-41.3% | $4,869-71.4% |
| Participant deferral / active EE | $3,296 | $4,212-21.7% | $3,550-7.1% | $5,287-37.7% |
| Admin fee / account holder | $71 | $8,717-99.2% | $5,586-98.7% | $10,132-99.3% |