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 | $31,406 | $99,341-68.4% | $84,750-62.9% | $273,961-88.5% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 13.94% | 22.93%-9.0pp | 22.78%-8.8pp | 41.45%-27.5pp |
| Employer contribution / active EE | $983 | $4,214-76.7% | $3,574-72.5% | $4,869-79.8% |
| Participant deferral / active EE | $2,119 | $4,269-50.4% | $3,712-42.9% | $5,287-59.9% |
| Admin fee / account holder | $104 | $6,644-98.4% | $5,332-98.0% | $10,132-99.0% |