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 | $61,216 | $90,503-32.4% | $78,689-22.2% | $273,961-77.7% |
| Participation rate | 7.1% | 76.5%-69.4pp | 73.6%-66.4pp | 83.0%-75.9pp |
| Annual return | 8.68% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $408 | $3,176-87.2% | $2,851-85.7% | $4,869-91.6% |
| Participant deferral / active EE | $505 | $3,901-87.1% | $3,517-85.6% | $5,287-90.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |