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 | $26,930 | $153,311-82.4% | $109,313-75.4% | $273,961-90.2% |
| Participation rate | 30.0% | 80.1%-50.1pp | 71.3%-41.3pp | 83.0%-53.0pp |
| Annual return | 8.65% | 29.86%-21.2pp | 22.07%-13.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $472 | $5,619-91.6% | $3,892-87.9% | $4,869-90.3% |
| Participant deferral / active EE | $1,034 | $3,932-73.7% | $3,166-67.3% | $5,287-80.4% |
| Admin fee / account holder | $287 | $8,076-96.4% | $5,666-94.9% | $10,132-97.2% |