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 | $50,747 | $90,503-43.9% | $78,689-35.5% | $273,961-81.5% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 7.73% | 75.60%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,387 | $3,176-56.3% | $2,851-51.4% | $4,869-71.5% |
| Participant deferral / active EE | $2,456 | $3,901-37.1% | $3,517-30.2% | $5,287-53.6% |
| Admin fee / account holder | $264 | $5,263-95.0% | $4,510-94.1% | $10,132-97.4% |