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 | $23,742 | $135,952-82.5% | $123,892-80.8% | $273,961-91.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 18.55% | 56.63%-38.1pp | 47.52%-29.0pp | 41.45%-22.9pp |
| Employer contribution / active EE | $899 | $5,170-82.6% | $4,617-80.5% | $4,869-81.5% |
| Participant deferral / active EE | $3,900 | $6,343-38.5% | $5,984-34.8% | $5,287-26.2% |
| Admin fee / account holder | $122 | $9,817-98.8% | $8,357-98.5% | $10,132-98.8% |