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 | $37,262 | $135,952-72.6% | $123,892-69.9% | $273,961-86.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 4.33% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $836 | $5,170-83.8% | $4,617-81.9% | $4,869-82.8% |
| Participant deferral / active EE | $2,209 | $6,343-65.2% | $5,984-63.1% | $5,287-58.2% |
| Admin fee / account holder | $27 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |