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 | $79,564 | $135,952-41.5% | $123,892-35.8% | $273,961-71.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 14.81% | 56.63%-41.8pp | 47.52%-32.7pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,260 | $5,170-75.6% | $4,617-72.7% | $4,869-74.1% |
| Participant deferral / active EE | $3,626 | $6,343-42.8% | $5,984-39.4% | $5,287-31.4% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |