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 | $49,724 | $101,724-51.1% | $164,813-69.8% | $80,856-38.5% |
| Participation rate | 65.6% | 71.8%-6.2pp | 78.6%-13.0pp | 67.6%-2.0pp |
| Annual return | 15.00% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,385 | $2,953-53.1% | $4,341-68.1% | $2,755-49.7% |
| Participant deferral / active EE | $5,371 | $4,477+20.0% | $6,031-11.0% | $4,296+25.0% |
| Admin fee / account holder | $68 | $8,227-99.2% | $12,690-99.5% | $6,918-99.0% |