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 | $22,385 | $105,630-78.8% | $87,507-74.4% | $273,961-91.8% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 2.71% | 12.25%-9.5pp | 12.21%-9.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,984 | $3,141-36.8% | $2,550-22.2% | $4,869-59.2% |
| Participant deferral / active EE | $1,984 | $3,601-44.9% | $3,149-37.0% | $5,287-62.5% |
| Admin fee / account holder | $54 | $4,781-98.9% | $4,221-98.7% | $10,132-99.5% |