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 | $23,129 | $90,503-74.4% | $78,689-70.6% | $273,961-91.6% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 3.76% | 75.60%-71.8pp | 62.18%-58.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,185 | $3,176-62.7% | $2,851-58.4% | $4,869-75.7% |
| Participant deferral / active EE | $3,360 | $3,901-13.9% | $3,517-4.5% | $5,287-36.5% |
| Admin fee / account holder | $189 | $5,263-96.4% | $4,510-95.8% | $10,132-98.1% |