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 | $48,363 | $89,753-46.1% | $107,525-55.0% | $84,808-43.0% |
| Participation rate | 63.2% | 68.1%-4.9pp | 75.1%-11.9pp | 68.3%-5.2pp |
| Annual return | 26.60% | 29.48%-2.9pp | 181.32%-154.7pp | 40.90%-14.3pp |
| Employer contribution / active EE | $2,619 | $3,113-15.9% | $3,754-30.2% | $2,631-0.5% |
| Participant deferral / active EE | $6,273 | $4,056+54.6% | $5,116+22.6% | $4,212+48.9% |
| Admin fee / account holder | $199 | $7,222-97.2% | $8,919-97.8% | $7,344-97.3% |