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 | $39,816 | $135,952-70.7% | $123,892-67.9% | $273,961-85.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.51% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,303 | $5,170-74.8% | $4,617-71.8% | $4,869-73.2% |
| Participant deferral / active EE | $2,428 | $6,343-61.7% | $5,984-59.4% | $5,287-54.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |