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 | $46,407 | $96,956-52.1% | $70,014-33.7% | $273,961-83.1% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 4.76% | 12.93%-8.2pp | 12.99%-8.2pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,462 | $3,316-25.7% | $2,338+5.3% | $4,869-49.4% |
| Participant deferral / active EE | $3,621 | $3,744-3.3% | $2,931+23.5% | $5,287-31.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |