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 | $78,671 | $102,245-23.1% | $89,340-11.9% | $137,256-42.7% |
| Participation rate | 61.1% | 74.9%-13.8pp | 69.6%-8.5pp | 80.0%-18.8pp |
| Annual return | 13.22% | 21.89%-8.7pp | 20.57%-7.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,939 | $2,529-23.3% | $2,231-13.1% | $4,156-53.3% |
| Participant deferral / active EE | $3,821 | $4,436-13.9% | $3,8230% | $6,407-40.4% |
| Admin fee / account holder | $16 | $8,085-99.8% | $6,704-99.8% | $12,270-99.9% |