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 | $23,826 | $215,361-88.9% | $171,082-86.1% | $273,961-91.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 9.20% | 25.14%-15.9pp | 32.56%-23.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $680 | $4,967-86.3% | $4,002-83.0% | $4,869-86.0% |
| Participant deferral / active EE | $4,917 | $5,543-11.3% | $4,797+2.5% | $5,287-7.0% |
| Admin fee / account holder | $108 | $10,846-99.0% | $8,520-98.7% | $10,132-98.9% |