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 | $36,827 | $99,341-62.9% | $84,750-56.5% | $273,961-86.6% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 9.51% | 22.93%-13.4pp | 22.78%-13.3pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,405 | $4,214-42.9% | $3,574-32.7% | $4,869-50.6% |
| Participant deferral / active EE | $3,890 | $4,269-8.9% | $3,712+4.8% | $5,287-26.4% |
| Admin fee / account holder | $276 | $6,644-95.9% | $5,332-94.8% | $10,132-97.3% |