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 | $58,229 | $63,764-8.7% | $81,930-28.9% | $79,858-27.1% |
| Participation rate | 60.7% | 67.5%-6.8pp | 72.0%-11.3pp | 69.6%-9.0pp |
| Annual return | 16.55% | 22.66%-6.1pp | 29.49%-12.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,658 | $1,795-7.7% | $4,310-61.5% | $2,471-32.9% |
| Participant deferral / active EE | $3,260 | $2,780+17.2% | $7,107-54.1% | $3,740-12.8% |
| Admin fee / account holder | $261 | $4,426-94.1% | $5,158-94.9% | $5,306-95.1% |