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 | $86,119 | $181,894-52.7% | $156,549-45.0% | $273,961-68.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,381 | $6,248-77.9% | $5,501-74.9% | $4,869-71.6% |
| Participant deferral / active EE | $3,943 | $5,550-29.0% | $4,871-19.1% | $5,287-25.4% |
| Admin fee / account holder | $26 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |