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 | $43,921 | $153,311-71.4% | $109,313-59.8% | $273,961-84.0% |
| Participation rate | 64.3% | 80.1%-15.8pp | 71.3%-7.0pp | 83.0%-18.7pp |
| Annual return | 9.06% | 29.86%-20.8pp | 22.07%-13.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,200 | $5,619-78.6% | $3,892-69.2% | $4,869-75.3% |
| Participant deferral / active EE | $2,664 | $3,932-32.2% | $3,166-15.9% | $5,287-49.6% |
| Admin fee / account holder | $95 | $8,076-98.8% | $5,666-98.3% | $10,132-99.1% |