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 | $54,789 | $90,503-39.5% | $78,689-30.4% | $273,961-80.0% |
| Participation rate | 52.6% | 76.5%-23.9pp | 73.6%-20.9pp | 83.0%-30.4pp |
| Annual return | 5.40% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,726 | $3,176-45.6% | $2,851-39.4% | $4,869-64.5% |
| Participant deferral / active EE | $3,450 | $3,901-11.6% | $3,517-1.9% | $5,287-34.8% |
| Admin fee / account holder | $242 | $5,263-95.4% | $4,510-94.6% | $10,132-97.6% |