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 | $55,546 | $99,341-44.1% | $84,750-34.5% | $273,961-79.7% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 8.17% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,490 | $4,214-64.6% | $3,574-58.3% | $4,869-69.4% |
| Participant deferral / active EE | $2,153 | $4,269-49.6% | $3,712-42.0% | $5,287-59.3% |
| Admin fee / account holder | $120 | $6,644-98.2% | $5,332-97.7% | $10,132-98.8% |