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 | $24,507 | $90,503-72.9% | $78,689-68.9% | $273,961-91.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 6.70% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $478 | $3,176-85.0% | $2,851-83.2% | $4,869-90.2% |
| Participant deferral / active EE | $544 | $3,901-86.1% | $3,517-84.5% | $5,287-89.7% |
| Admin fee / account holder | $89 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |