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 | $61,221 | $93,071-34.2% | $74,583-17.9% | $273,961-77.7% |
| Participation rate | 57.9% | 74.9%-17.1pp | 68.1%-10.2pp | 83.0%-25.1pp |
| Annual return | 15.16% | 26.18%-11.0pp | 20.47%-5.3pp | 41.45%-26.3pp |
| Employer contribution / active EE | $1,486 | $3,160-53.0% | $2,525-41.1% | $4,869-69.5% |
| Participant deferral / active EE | $2,873 | $4,160-30.9% | $3,458-16.9% | $5,287-45.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |