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 | $73,849 | $99,341-25.7% | $84,750-12.9% | $273,961-73.0% |
| Participation rate | 26.7% | 80.7%-54.0pp | 76.6%-49.9pp | 83.0%-56.3pp |
| Annual return | 10.25% | 22.93%-12.7pp | 22.78%-12.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,040 | $4,214-75.3% | $3,574-70.9% | $4,869-78.6% |
| Participant deferral / active EE | $2,815 | $4,269-34.1% | $3,712-24.2% | $5,287-46.8% |
| Admin fee / account holder | $253 | $6,644-96.2% | $5,332-95.3% | $10,132-97.5% |