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 | $56,384 | $59,101-4.6% | $77,163-26.9% | $75,163-25.0% |
| Participation rate | 38.5% | 63.9%-25.4pp | 69.6%-31.1pp | 67.2%-28.7pp |
| Annual return | 14.80% | 26.71%-11.9pp | 37.87%-23.1pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,035 | $1,995-48.1% | $2,535-59.2% | $2,670-61.2% |
| Participant deferral / active EE | $1,592 | $2,999-46.9% | $3,833-58.5% | $4,125-61.4% |
| Admin fee / account holder | $223 | $4,774-95.3% | $5,472-95.9% | $5,651-96.0% |