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 | $52,164 | $77,634-32.8% | $156,549-66.7% | $62,891-17.1% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 7.65% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $810 | $3,444-76.5% | $5,501-85.3% | $2,281-64.5% |
| Participant deferral / active EE | $3,587 | $3,045+17.8% | $4,871-26.4% | $3,203+12.0% |
| Admin fee / account holder | $281 | $5,561-94.9% | $13,027-97.8% | $4,296-93.5% |