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 | $77,987 | $153,311-49.1% | $109,313-28.7% | $273,961-71.5% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 9.20% | 29.86%-20.7pp | 22.07%-12.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,860 | $5,619-66.9% | $3,892-52.2% | $4,869-61.8% |
| Participant deferral / active EE | $5,582 | $3,932+42.0% | $3,166+76.3% | $5,287+5.6% |
| Admin fee / account holder | $38 | $8,076-99.5% | $5,666-99.3% | $10,132-99.6% |