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 | $26,104 | $99,341-73.7% | $84,750-69.2% | $273,961-90.5% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 5.00% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $978 | $4,214-76.8% | $3,574-72.6% | $4,869-79.9% |
| Participant deferral / active EE | $1,859 | $4,269-56.5% | $3,712-49.9% | $5,287-64.8% |
| Admin fee / account holder | $214 | $6,644-96.8% | $5,332-96.0% | $10,132-97.9% |