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 | $67,567 | $56,897+18.8% | $84,750-20.3% | $62,891+7.4% |
| Participation rate | 57.6% | 68.5%-11.0pp | 76.6%-19.0pp | 69.3%-11.7pp |
| Annual return | 18.80% | 6.30%+12.5pp | 22.78%-4.0pp | 20.14%-1.3pp |
| Employer contribution / active EE | $1,604 | $2,400-33.1% | $3,574-55.1% | $2,281-29.7% |
| Participant deferral / active EE | $4,103 | $2,709+51.4% | $3,712+10.5% | $3,203+28.1% |
| Admin fee / account holder | $283 | $3,581-92.1% | $5,332-94.7% | $4,296-93.4% |