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 | $41,842 | $99,341-57.9% | $84,750-50.6% | $273,961-84.7% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 11.53% | 22.93%-11.4pp | 22.78%-11.2pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,735 | $4,214-58.8% | $3,574-51.5% | $4,869-64.4% |
| Participant deferral / active EE | $6,785 | $4,269+58.9% | $3,712+82.8% | $5,287+28.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |