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 | $69,572 | $99,341-30.0% | $84,750-17.9% | $273,961-74.6% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.30% | 22.93%-17.6pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,546 | $4,214-63.3% | $3,574-56.8% | $4,869-68.3% |
| Participant deferral / active EE | $2,903 | $4,269-32.0% | $3,712-21.8% | $5,287-45.1% |
| Admin fee / account holder | $1 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |