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 | $31,417 | $39,122-19.7% | $57,179-45.1% | $62,891-50.0% |
| Participation rate | 67.3% | 70.5%-3.2pp | 75.3%-8.0pp | 69.3%-2.0pp |
| Annual return | 7.81% | 9.23%-1.4pp | 14.59%-6.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,200 | $1,874-36.0% | $2,682-55.3% | $2,281-47.4% |
| Participant deferral / active EE | $1,197 | $2,374-49.6% | $3,096-61.3% | $3,203-62.6% |
| Admin fee / account holder | $54 | $2,592-97.9% | $3,139-98.3% | $4,296-98.7% |