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 | $71,651 | $76,552-6.4% | $123,892-42.2% | $62,891+13.9% |
| Participation rate | 31.0% | 73.0%-41.9pp | 81.4%-50.4pp | 69.3%-38.3pp |
| Annual return | 8.55% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $866 | $2,883-69.9% | $4,617-81.2% | $2,281-62.0% |
| Participant deferral / active EE | $2,327 | $4,840-51.9% | $5,984-61.1% | $3,203-27.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |