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 | $33,763 | $135,952-75.2% | $123,892-72.7% | $273,961-87.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 28.44% | 56.63%-28.2pp | 47.52%-19.1pp | 41.45%-13.0pp |
| Employer contribution / active EE | $1,483 | $5,170-71.3% | $4,617-67.9% | $4,869-69.5% |
| Participant deferral / active EE | $5,315 | $6,343-16.2% | $5,984-11.2% | $5,287+0.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |