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 | $27,433 | $99,341-72.4% | $84,750-67.6% | $273,961-90.0% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 2.56% | 22.93%-20.4pp | 22.78%-20.2pp | 41.45%-38.9pp |
| Employer contribution / active EE | $772 | $4,214-81.7% | $3,574-78.4% | $4,869-84.1% |
| Participant deferral / active EE | $1,512 | $4,269-64.6% | $3,712-59.3% | $5,287-71.4% |
| Admin fee / account holder | $54 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |