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 | $75,102 | $93,346-19.5% | $71,796+4.6% | $273,961-72.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 15.53% | 130.39%-114.9pp | 78.04%-62.5pp | 41.45%-25.9pp |
| Employer contribution / active EE | $2,065 | $2,733-24.5% | $1,924+7.3% | $4,869-57.6% |
| Participant deferral / active EE | $16,000 | $3,475+360.4% | $2,794+472.6% | $5,287+202.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |