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 | $20,196 | $56,897-64.5% | $84,750-76.2% | $62,891-67.9% |
| Participation rate | 35.4% | 68.5%-33.1pp | 76.6%-41.2pp | 69.3%-33.9pp |
| Annual return | 7.59% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,181 | $2,400-50.8% | $3,574-67.0% | $2,281-48.2% |
| Participant deferral / active EE | $1,288 | $2,709-52.5% | $3,712-65.3% | $3,203-59.8% |
| Admin fee / account holder | $274 | $3,581-92.3% | $5,332-94.9% | $4,296-93.6% |