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 | $25,244 | $96,557-73.9% | $80,975-68.8% | $273,961-90.8% |
| Participation rate | 20.0% | 79.1%-59.1pp | 75.8%-55.8pp | 83.0%-63.0pp |
| Annual return | 4.95% | 15.14%-10.2pp | 17.10%-12.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,175 | $4,868-75.9% | $3,714-68.4% | $4,869-75.9% |
| Participant deferral / active EE | $7,604 | $6,598+15.3% | $5,696+33.5% | $5,287+43.8% |
| Admin fee / account holder | $193 | $7,492-97.4% | $5,516-96.5% | $10,132-98.1% |