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 | $115,155 | $56,897+102.4% | $84,750+35.9% | $62,891+83.1% |
| Participation rate | 16.2% | 68.5%-52.3pp | 76.6%-60.4pp | 69.3%-53.1pp |
| Annual return | 4.71% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.4pp |
| Employer contribution / active EE | $830 | $2,400-65.4% | $3,574-76.8% | $2,281-63.6% |
| Participant deferral / active EE | $3,664 | $2,709+35.2% | $3,712-1.3% | $3,203+14.4% |
| Admin fee / account holder | $128 | $3,581-96.4% | $5,332-97.6% | $4,296-97.0% |