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 | $33,257 | $96,956-65.7% | $70,014-52.5% | $273,961-87.9% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 6.50% | 12.93%-6.4pp | 12.99%-6.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,995 | $3,316-39.8% | $2,338-14.7% | $4,869-59.0% |
| Participant deferral / active EE | $8,863 | $3,744+136.7% | $2,931+202.4% | $5,287+67.6% |
| Admin fee / account holder | $111 | $7,934-98.6% | $4,380-97.5% | $10,132-98.9% |