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 | $71,039 | $105,630-32.7% | $87,507-18.8% | $273,961-74.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 5.71% | 12.25%-6.5pp | 12.21%-6.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $632 | $3,141-79.9% | $2,550-75.2% | $4,869-87.0% |
| Participant deferral / active EE | $1,552 | $3,601-56.9% | $3,149-50.7% | $5,287-70.7% |
| Admin fee / account holder | $300 | $4,781-93.7% | $4,221-92.9% | $10,132-97.0% |