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 | $68,579 | $65,685+4.4% | $57,179+19.9% | $273,961-75.0% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 6.52% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,295 | $3,279-60.5% | $2,682-51.7% | $4,869-73.4% |
| Participant deferral / active EE | $3,125 | $3,782-17.4% | $3,096+0.9% | $5,287-40.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |