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 | $30,046 | $96,557-68.9% | $80,975-62.9% | $273,961-89.0% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 11.27% | 15.14%-3.9pp | 17.10%-5.8pp | 41.45%-30.2pp |
| Employer contribution / active EE | $4,001 | $4,868-17.8% | $3,714+7.7% | $4,869-17.8% |
| Participant deferral / active EE | $7,080 | $6,598+7.3% | $5,696+24.3% | $5,287+33.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |