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 | $63,200 | $96,557-34.5% | $80,975-22.0% | $273,961-76.9% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 4.91% | 15.14%-10.2pp | 17.10%-12.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,645 | $4,868-66.2% | $3,714-55.7% | $4,869-66.2% |
| Participant deferral / active EE | $7,258 | $6,598+10.0% | $5,696+27.4% | $5,287+37.3% |
| Admin fee / account holder | $263 | $7,492-96.5% | $5,516-95.2% | $10,132-97.4% |