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 | $28,364 | $99,341-71.4% | $84,750-66.5% | $273,961-89.6% |
| Participation rate | 39.1% | 80.7%-41.6pp | 76.6%-37.5pp | 83.0%-43.9pp |
| Annual return | 11.48% | 22.93%-11.5pp | 22.78%-11.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,025 | $4,214-75.7% | $3,574-71.3% | $4,869-78.9% |
| Participant deferral / active EE | $3,452 | $4,269-19.1% | $3,712-7.0% | $5,287-34.7% |
| Admin fee / account holder | $140 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |