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 | $64,831 | $135,952-52.3% | $123,892-47.7% | $273,961-76.3% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 9.16% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,759 | $5,170-66.0% | $4,617-61.9% | $4,869-63.9% |
| Participant deferral / active EE | $7,738 | $6,343+22.0% | $5,984+29.3% | $5,287+46.4% |
| Admin fee / account holder | $94 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |