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 | $65,881 | $96,557-31.8% | $80,975-18.6% | $273,961-76.0% |
| Participation rate | 68.4% | 79.1%-10.7pp | 75.8%-7.4pp | 83.0%-14.6pp |
| Annual return | 5.54% | 15.14%-9.6pp | 17.10%-11.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,286 | $4,868-32.5% | $3,714-11.5% | $4,869-32.5% |
| Participant deferral / active EE | $5,721 | $6,598-13.3% | $5,696+0.4% | $5,287+8.2% |
| Admin fee / account holder | $85 | $7,492-98.9% | $5,516-98.5% | $10,132-99.2% |