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 | $66,777 | $77,419-13.7% | $69,455-3.9% | $152,861-56.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.6%-49.6pp | 82.4%-57.4pp |
| Annual return | 5.71% | 39.06%-33.3pp | 28.97%-23.3pp | 345.32%-339.6pp |
| Employer contribution / active EE | $966 | $3,315-70.8% | $2,779-65.2% | $4,762-79.7% |
| Participant deferral / active EE | $2,680 | $4,414-39.3% | $3,535-24.2% | $5,850-54.2% |
| Admin fee / account holder | $275 | $6,207-95.6% | $3,839-92.8% | $11,596-97.6% |