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 | $59,914 | $45,073+32.9% | $69,455-13.7% | $72,985-17.9% |
| Participation rate | 52.4% | 68.5%-16.1pp | 74.6%-22.2pp | 69.5%-17.1pp |
| Annual return | 7.07% | 22.65%-15.6pp | 28.97%-21.9pp | 81.00%-73.9pp |
| Employer contribution / active EE | $1,139 | $2,054-44.6% | $2,779-59.0% | $2,440-53.3% |
| Participant deferral / active EE | $3,259 | $2,602+25.2% | $3,535-7.8% | $3,607-9.7% |
| Admin fee / account holder | $154 | $3,056-95.0% | $3,839-96.0% | $5,124-97.0% |