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 | $39,987 | $135,952-70.6% | $123,892-67.7% | $273,961-85.4% |
| Participation rate | 21.7% | 84.1%-62.3pp | 81.4%-59.7pp | 83.0%-61.3pp |
| Annual return | 7.26% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,178 | $5,170-77.2% | $4,617-74.5% | $4,869-75.8% |
| Participant deferral / active EE | $3,197 | $6,343-49.6% | $5,984-46.6% | $5,287-39.5% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |