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 | $62,765 | $118,450-47.0% | $98,439-36.2% | $139,434-55.0% |
| Participation rate | 45.5% | 77.4%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 12.84% | 18.94%-6.1pp | 21.16%-8.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,458 | $5,392-73.0% | $4,738-69.2% | $6,710-78.3% |
| Admin fee / account holder | $258 | $14,026-98.2% | $8,948-97.1% | $11,403-97.7% |