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 | $30,425 | $124,281-75.5% | $109,143-72.1% | $167,490-81.8% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.9%-11.2pp | 82.1%-17.4pp |
| Annual return | 16.89% | 26.04%-9.1pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,013 | $4,207-52.2% | $3,722-45.9% | $4,837-58.4% |
| Participant deferral / active EE | $2,593 | $5,255-50.7% | $4,653-44.3% | $6,341-59.1% |
| Admin fee / account holder | $45 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |