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 | $64,643 | $99,341-34.9% | $84,750-23.7% | $273,961-76.4% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $10,200 | $4,214+142.1% | $3,574+185.4% | $4,869+109.5% |
| Participant deferral / active EE | $6,958 | $4,269+63.0% | $3,712+87.5% | $5,287+31.6% |
| Admin fee / account holder | $279 | $6,644-95.8% | $5,332-94.8% | $10,132-97.2% |