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 | $49,925 | $153,772-67.5% | $133,980-62.7% | $273,961-81.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 20.06% | 36.51%-16.5pp | 29.30%-9.2pp | 41.45%-21.4pp |
| Employer contribution / active EE | $2,522 | $6,029-58.2% | $5,211-51.6% | $4,869-48.2% |
| Participant deferral / active EE | $10,186 | $6,958+46.4% | $6,282+62.2% | $5,287+92.7% |
| Admin fee / account holder | $81 | $11,765-99.3% | $9,324-99.1% | $10,132-99.2% |