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 | $44,447 | $88,707-49.9% | $74,183-40.1% | $273,961-83.8% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 4.85% | 11.94%-7.1pp | 17.74%-12.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,497 | $3,159-52.6% | $2,370-36.8% | $4,869-69.3% |
| Participant deferral / active EE | $2,973 | $4,212-29.4% | $3,550-16.3% | $5,287-43.8% |
| Admin fee / account holder | $187 | $8,717-97.9% | $5,586-96.7% | $10,132-98.2% |