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 | $27,017 | $65,041-58.5% | $90,951-70.3% | $79,858-66.2% |
| Participation rate | 64.9% | 61.6%+3.3pp | 69.0%-4.1pp | 69.6%-4.8pp |
| Annual return | 15.48% | 30.45%-15.0pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $912 | $1,247-26.8% | $2,122-57.0% | $2,471-63.1% |
| Participant deferral / active EE | $1,284 | $2,512-48.9% | $3,373-61.9% | $3,740-65.7% |
| Admin fee / account holder | $218 | $4,536-95.2% | $5,959-96.3% | $5,306-95.9% |