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 | $52,494 | $76,552-31.4% | $123,892-57.6% | $62,891-16.5% |
| Participation rate | 68.8% | 73.0%-4.2pp | 81.4%-12.7pp | 69.3%-0.6pp |
| Annual return | 10.25% | 18.68%-8.4pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,109 | $2,883-61.5% | $4,617-76.0% | $2,281-51.4% |
| Participant deferral / active EE | $3,545 | $4,840-26.8% | $5,984-40.8% | $3,203+10.7% |
| Admin fee / account holder | $94 | $4,826-98.1% | $8,357-98.9% | $4,296-97.8% |