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 | $31,591 | $129,217-75.6% | $93,406-66.2% | $158,922-80.1% |
| Participation rate | 66.7% | 71.0%-4.3pp | 66.8%-0.1pp | 82.0%-15.3pp |
| Annual return | 18.16% | 118.21%-100.0pp | 78.05%-59.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,121 | $2,711-58.7% | $2,075-46.0% | $4,761-76.5% |
| Participant deferral / active EE | $4,044 | $3,909+3.5% | $3,126+29.4% | $5,982-32.4% |
| Admin fee / account holder | $162 | $7,383-97.8% | $5,230-96.9% | $11,246-98.6% |