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 | $51,995 | $90,503-42.5% | $78,689-33.9% | $273,961-81.0% |
| Participation rate | 64.7% | 76.5%-11.8pp | 73.6%-8.9pp | 83.0%-18.3pp |
| Annual return | 7.95% | 75.60%-67.7pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,170 | $3,176-63.2% | $2,851-59.0% | $4,869-76.0% |
| Participant deferral / active EE | $1,962 | $3,901-49.7% | $3,517-44.2% | $5,287-62.9% |
| Admin fee / account holder | $73 | $5,263-98.6% | $4,510-98.4% | $10,132-99.3% |