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 | $71,971 | $88,707-18.9% | $74,183-3.0% | $273,961-73.7% |
| Participation rate | 36.8% | 79.4%-42.6pp | 76.6%-39.8pp | 83.0%-46.2pp |
| Annual return | 6.33% | 11.94%-5.6pp | 17.74%-11.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,352 | $3,159-25.5% | $2,370-0.8% | $4,869-51.7% |
| Participant deferral / active EE | $2,187 | $4,212-48.1% | $3,550-38.4% | $5,287-58.6% |
| Admin fee / account holder | $274 | $8,717-96.9% | $5,586-95.1% | $10,132-97.3% |