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 | $30,246 | $136,307-77.8% | $106,619-71.6% | $273,961-89.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 10.26% | 11.05%-0.8pp | 9.42%+0.8pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,433 | $5,190-72.4% | $3,947-63.7% | $4,869-70.6% |
| Participant deferral / active EE | $3,621 | $4,969-27.1% | $3,930-7.9% | $5,287-31.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |