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 | $24,699 | $99,341-75.1% | $84,750-70.9% | $273,961-91.0% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 6.85% | 22.93%-16.1pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,667 | $4,214-60.4% | $3,574-53.3% | $4,869-65.8% |
| Participant deferral / active EE | $1,667 | $4,269-60.9% | $3,712-55.1% | $5,287-68.5% |
| Admin fee / account holder | $214 | $6,644-96.8% | $5,332-96.0% | $10,132-97.9% |