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 | $55,385 | $90,503-38.8% | $78,689-29.6% | $273,961-79.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 6.11% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $688 | $3,176-78.3% | $2,851-75.9% | $4,869-85.9% |
| Participant deferral / active EE | $794 | $3,901-79.6% | $3,517-77.4% | $5,287-85.0% |
| Admin fee / account holder | $79 | $5,263-98.5% | $4,510-98.3% | $10,132-99.2% |