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 | $36,840 | $135,952-72.9% | $123,892-70.3% | $273,961-86.6% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 11.53% | 56.63%-45.1pp | 47.52%-36.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,700 | $5,170-67.1% | $4,617-63.2% | $4,869-65.1% |
| Participant deferral / active EE | $5,048 | $6,343-20.4% | $5,984-15.7% | $5,287-4.5% |
| Admin fee / account holder | $259 | $9,817-97.4% | $8,357-96.9% | $10,132-97.4% |