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 | $29,432 | $99,341-70.4% | $84,750-65.3% | $273,961-89.3% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 6.00% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $713 | $4,214-83.1% | $3,574-80.0% | $4,869-85.3% |
| Participant deferral / active EE | $2,080 | $4,269-51.3% | $3,712-44.0% | $5,287-60.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |