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 | $66,188 | $99,341-33.4% | $84,750-21.9% | $273,961-75.8% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 7.18% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $981 | $4,214-76.7% | $3,574-72.6% | $4,869-79.9% |
| Participant deferral / active EE | $3,748 | $4,269-12.2% | $3,712+1.0% | $5,287-29.1% |
| Admin fee / account holder | $246 | $6,644-96.3% | $5,332-95.4% | $10,132-97.6% |