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 | $44,366 | $60,349-26.5% | $74,183-40.2% | $62,891-29.5% |
| Participation rate | 67.7% | 72.7%-5.0pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | 8.73% | 21.37%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,058 | $1,680+22.5% | $2,370-13.2% | $2,281-9.8% |
| Participant deferral / active EE | $3,974 | $2,856+39.1% | $3,550+11.9% | $3,203+24.1% |
| Admin fee / account holder | $185 | $4,261-95.7% | $5,586-96.7% | $4,296-95.7% |