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 | $33,842 | $88,707-61.8% | $74,183-54.4% | $273,961-87.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 7.35% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,263 | $3,159-60.0% | $2,370-46.7% | $4,869-74.1% |
| Participant deferral / active EE | $3,013 | $4,212-28.5% | $3,550-15.1% | $5,287-43.0% |
| Admin fee / account holder | $19 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |