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 | $50,370 | $99,341-49.3% | $84,750-40.6% | $273,961-81.6% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.70% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,126 | $4,214-25.8% | $3,574-12.5% | $4,869-35.8% |
| Participant deferral / active EE | $5,906 | $4,269+38.3% | $3,712+59.1% | $5,287+11.7% |
| Admin fee / account holder | $264 | $6,644-96.0% | $5,332-95.1% | $10,132-97.4% |