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 | $48,249 | $90,503-46.7% | $78,689-38.7% | $273,961-82.4% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 7.24% | 75.60%-68.4pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,240 | $3,176-60.9% | $2,851-56.5% | $4,869-74.5% |
| Participant deferral / active EE | $1,890 | $3,901-51.6% | $3,517-46.3% | $5,287-64.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |