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 | $79,454 | $56,897+39.6% | $84,750-6.2% | $62,891+26.3% |
| Participation rate | 15.4% | 68.5%-53.2pp | 76.6%-61.2pp | 69.3%-53.9pp |
| Annual return | 5.90% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $564 | $2,400-76.5% | $3,574-84.2% | $2,281-75.3% |
| Participant deferral / active EE | $1,908 | $2,709-29.6% | $3,712-48.6% | $3,203-40.4% |
| Admin fee / account holder | $217 | $3,581-93.9% | $5,332-95.9% | $4,296-94.9% |