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 | $35,844 | $90,503-60.4% | $78,689-54.4% | $273,961-86.9% |
| Participation rate | 63.2% | 76.5%-13.4pp | 73.6%-10.4pp | 83.0%-19.9pp |
| Annual return | 5.65% | 75.60%-70.0pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $669 | $3,176-78.9% | $2,851-76.5% | $4,869-86.3% |
| Participant deferral / active EE | $1,940 | $3,901-50.3% | $3,517-44.8% | $5,287-63.3% |
| Admin fee / account holder | $186 | $5,263-96.5% | $4,510-95.9% | $10,132-98.2% |