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 | $48,363 | $99,341-51.3% | $84,750-42.9% | $273,961-82.3% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 7.57% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,289 | $4,214-21.9% | $3,574-8.0% | $4,869-32.4% |
| Participant deferral / active EE | $2,838 | $4,269-33.5% | $3,712-23.6% | $5,287-46.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |