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 | $35,469 | $99,341-64.3% | $84,750-58.1% | $273,961-87.1% |
| Participation rate | 55.0% | 80.7%-25.7pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 9.61% | 22.93%-13.3pp | 22.78%-13.2pp | 41.45%-31.8pp |
| Employer contribution / active EE | $848 | $4,214-79.9% | $3,574-76.3% | $4,869-82.6% |
| Participant deferral / active EE | $3,113 | $4,269-27.1% | $3,712-16.1% | $5,287-41.1% |
| Admin fee / account holder | $84 | $6,644-98.7% | $5,332-98.4% | $10,132-99.2% |