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 | $15,160 | $90,503-83.2% | $78,689-80.7% | $273,961-94.5% |
| Participation rate | 53.8% | 76.5%-22.7pp | 73.6%-19.7pp | 83.0%-29.2pp |
| Annual return | 71.37% | 75.60%-4.2pp | 62.18%+9.2pp | 41.45%+29.9pp |
| Employer contribution / active EE | $1,289 | $3,176-59.4% | $2,851-54.8% | $4,869-73.5% |
| Participant deferral / active EE | $4,479 | $3,901+14.8% | $3,517+27.4% | $5,287-15.3% |
| Admin fee / account holder | $194 | $5,263-96.3% | $4,510-95.7% | $10,132-98.1% |