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 | $52,170 | $96,956-46.2% | $70,014-25.5% | $273,961-81.0% |
| Participation rate | 61.5% | 77.1%-15.5pp | 71.8%-10.3pp | 83.0%-21.5pp |
| Annual return | 7.11% | 12.93%-5.8pp | 12.99%-5.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,069 | $3,316-67.8% | $2,338-54.3% | $4,869-78.0% |
| Participant deferral / active EE | $3,829 | $3,744+2.3% | $2,931+30.6% | $5,287-27.6% |
| Admin fee / account holder | $127 | $7,934-98.4% | $4,380-97.1% | $10,132-98.7% |