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 | $52,889 | $90,503-41.6% | $78,689-32.8% | $273,961-80.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 12.06% | 75.60%-63.5pp | 62.18%-50.1pp | 41.45%-29.4pp |
| Employer contribution / active EE | $2,362 | $3,176-25.6% | $2,851-17.1% | $4,869-51.5% |
| Participant deferral / active EE | $2,699 | $3,901-30.8% | $3,517-23.2% | $5,287-48.9% |
| Admin fee / account holder | $284 | $5,263-94.6% | $4,510-93.7% | $10,132-97.2% |