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 | $65,973 | $96,956-32.0% | $70,014-5.8% | $273,961-75.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 5.85% | 12.93%-7.1pp | 12.99%-7.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,604 | $3,316-51.6% | $2,338-31.4% | $4,869-67.0% |
| Participant deferral / active EE | $5,212 | $3,744+39.2% | $2,931+77.8% | $5,287-1.4% |
| Admin fee / account holder | $31 | $7,934-99.6% | $4,380-99.3% | $10,132-99.7% |