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 | $34,917 | $90,503-61.4% | $78,689-55.6% | $273,961-87.3% |
| Participation rate | 52.4% | 76.5%-24.1pp | 73.6%-21.2pp | 83.0%-30.6pp |
| Annual return | 5.04% | 75.60%-70.6pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $282 | $3,176-91.1% | $2,851-90.1% | $4,869-94.2% |
| Participant deferral / active EE | $1,127 | $3,901-71.1% | $3,517-68.0% | $5,287-78.7% |
| Admin fee / account holder | $279 | $5,263-94.7% | $4,510-93.8% | $10,132-97.2% |