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 | $30,497 | $99,341-69.3% | $84,750-64.0% | $273,961-88.9% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 7.58% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,796 | $4,214-57.4% | $3,574-49.8% | $4,869-63.1% |
| Participant deferral / active EE | $1,843 | $4,269-56.8% | $3,712-50.3% | $5,287-65.1% |
| Admin fee / account holder | $38 | $6,644-99.4% | $5,332-99.3% | $10,132-99.6% |