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 | $57,959 | $83,477-30.6% | $125,175-53.7% | $72,985-20.6% |
| Participation rate | 54.0% | 73.3%-19.3pp | 79.8%-25.8pp | 69.5%-15.5pp |
| Annual return | 22.39% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $560 | $2,345-76.1% | $3,865-85.5% | $2,440-77.0% |
| Participant deferral / active EE | $2,705 | $3,585-24.6% | $4,937-45.2% | $3,607-25.0% |
| Admin fee / account holder | $208 | $5,517-96.2% | $9,702-97.9% | $5,124-95.9% |