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 | $68,258 | $135,952-49.8% | $123,892-44.9% | $273,961-75.1% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,442 | $5,170-72.1% | $4,617-68.8% | $4,869-70.4% |
| Participant deferral / active EE | $6,097 | $6,343-3.9% | $5,984+1.9% | $5,287+15.3% |
| Admin fee / account holder | $228 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |