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 | $26,745 | $99,341-73.1% | $84,750-68.4% | $273,961-90.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 10.08% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,673 | $4,214-60.3% | $3,574-53.2% | $4,869-65.6% |
| Participant deferral / active EE | $5,587 | $4,269+30.9% | $3,712+50.5% | $5,287+5.7% |
| Admin fee / account holder | $206 | $6,644-96.9% | $5,332-96.1% | $10,132-98.0% |