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 | $28,347 | $63,114-55.1% | $92,893-69.5% | $65,185-56.5% |
| Participation rate | 51.8% | 68.8%-17.0pp | 76.0%-24.2pp | 70.2%-18.4pp |
| Annual return | 28.51% | 28.75%-0.2pp | 109.41%-80.9pp | 29.38%-0.9pp |
| Employer contribution / active EE | $1,752 | $2,571-31.8% | $3,653-52.0% | $2,177-19.5% |
| Participant deferral / active EE | $3,111 | $3,108+0.1% | $4,236-26.6% | $3,514-11.5% |
| Admin fee / account holder | $145 | $624-76.7% | $5,794-97.5% | $847-82.9% |