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 | $73,690 | $99,341-25.8% | $84,750-13.1% | $273,961-73.1% |
| Participation rate | 52.9% | 80.7%-27.7pp | 76.6%-23.6pp | 83.0%-30.1pp |
| Annual return | 5.85% | 22.93%-17.1pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,717 | $4,214-59.3% | $3,574-52.0% | $4,869-64.7% |
| Participant deferral / active EE | $2,311 | $4,269-45.9% | $3,712-37.7% | $5,287-56.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |