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 | $52,559 | $65,685-20.0% | $57,179-8.1% | $273,961-80.8% |
| Participation rate | 60.9% | 78.3%-17.5pp | 75.3%-14.5pp | 83.0%-22.1pp |
| Annual return | 8.84% | 21.99%-13.2pp | 14.59%-5.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,715 | $3,279-47.7% | $2,682-36.1% | $4,869-64.8% |
| Participant deferral / active EE | $4,218 | $3,782+11.5% | $3,096+36.2% | $5,287-20.2% |
| Admin fee / account holder | $64 | $4,835-98.7% | $3,139-98.0% | $10,132-99.4% |