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 | $75,696 | $77,899-2.8% | $149,673-49.4% | $75,163+0.7% |
| Participation rate | 58.5% | 65.6%-7.1pp | 78.8%-20.3pp | 67.2%-8.7pp |
| Annual return | 26.55% | 31.72%-5.2pp | 134.42%-107.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $2,382 | $3,137-24.1% | $4,818-50.6% | $2,670-10.8% |
| Participant deferral / active EE | $3,369 | $3,411-1.2% | $5,680-40.7% | $4,125-18.3% |
| Admin fee / account holder | $287 | $5,956-95.2% | $13,210-97.8% | $5,651-94.9% |