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 | $31,945 | $76,552-58.3% | $123,892-74.2% | $62,891-49.2% |
| Participation rate | 69.2% | 73.0%-3.8pp | 81.4%-12.2pp | 69.3%-0.1pp |
| Annual return | 8.86% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,278 | $2,883-55.7% | $4,617-72.3% | $2,281-44.0% |
| Participant deferral / active EE | $2,572 | $4,840-46.9% | $5,984-57.0% | $3,203-19.7% |
| Admin fee / account holder | $87 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |