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 | $37,168 | $46,869-20.7% | $122,332-69.6% | $70,131-47.0% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 18.90% | 24.22%-5.3pp | 30.27%-11.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,312 | $1,288+1.9% | $4,050-67.6% | $2,342-44.0% |
| Participant deferral / active EE | $2,577 | $2,166+19.0% | $3,287-21.6% | $3,332-22.6% |
| Admin fee / account holder | $295 | $3,322-91.1% | $5,478-94.6% | $4,645-93.7% |