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 | $75,503 | $67,606+11.7% | $82,313-8.3% | $70,131+7.7% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 12.45% | 21.57%-9.1pp | 25.88%-13.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,224 | $1,755-30.3% | $2,428-49.6% | $2,342-47.8% |
| Participant deferral / active EE | $3,351 | $2,987+12.2% | $3,706-9.6% | $3,332+0.6% |
| Admin fee / account holder | $29 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |