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 | $16,369 | $90,503-81.9% | $78,689-79.2% | $273,961-94.0% |
| Participation rate | 39.1% | 76.5%-37.4pp | 73.6%-34.4pp | 83.0%-43.9pp |
| Annual return | 16.46% | 75.60%-59.1pp | 62.18%-45.7pp | 41.45%-25.0pp |
| Employer contribution / active EE | $1,727 | $3,176-45.6% | $2,851-39.4% | $4,869-64.5% |
| Participant deferral / active EE | $2,574 | $3,901-34.0% | $3,517-26.8% | $5,287-51.3% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |