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 | $56,715 | $90,503-37.3% | $78,689-27.9% | $273,961-79.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 9.54% | 75.60%-66.1pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,880 | $3,176-9.3% | $2,851+1.0% | $4,869-40.8% |
| Participant deferral / active EE | $3,600 | $3,901-7.7% | $3,517+2.4% | $5,287-31.9% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |