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 | $47,089 | $56,897-17.2% | $84,750-44.4% | $62,891-25.1% |
| Participation rate | 68.0% | 68.5%-0.5pp | 76.6%-8.6pp | 69.3%-1.3pp |
| Annual return | 8.52% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,093 | $2,400-54.5% | $3,574-69.4% | $2,281-52.1% |
| Participant deferral / active EE | $1,459 | $2,709-46.2% | $3,712-60.7% | $3,203-54.5% |
| Admin fee / account holder | $260 | $3,581-92.8% | $5,332-95.1% | $4,296-94.0% |