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 | $55,431 | $63,355-12.5% | $91,989-39.7% | $72,985-24.1% |
| Participation rate | 69.2% | 72.5%-3.3pp | 78.6%-9.4pp | 69.5%-0.3pp |
| Annual return | 24.99% | 35.35%-10.4pp | 69.02%-44.0pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,369 | $2,116+12.0% | $3,452-31.4% | $2,440-2.9% |
| Participant deferral / active EE | $6,072 | $4,883+24.4% | $5,923+2.5% | $3,607+68.3% |
| Admin fee / account holder | $127 | $4,668-97.3% | $7,743-98.4% | $5,124-97.5% |