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 | $54,339 | $90,503-40.0% | $78,689-30.9% | $273,961-80.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 13.58% | 75.60%-62.0pp | 62.18%-48.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,086 | $3,176-65.8% | $2,851-61.9% | $4,869-77.7% |
| Participant deferral / active EE | $12,013 | $3,901+207.9% | $3,517+241.6% | $5,287+127.2% |
| Admin fee / account holder | $176 | $5,263-96.7% | $4,510-96.1% | $10,132-98.3% |