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 | $66,838 | $176,812-62.2% | $146,665-54.4% | $167,490-60.1% |
| Participation rate | 61.5% | 83.6%-22.1pp | 80.1%-18.5pp | 82.1%-20.6pp |
| Annual return | 9.10% | 24.03%-14.9pp | 22.74%-13.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,055 | $5,160-60.2% | $4,136-50.3% | $4,837-57.5% |
| Participant deferral / active EE | $5,862 | $6,440-9.0% | $5,506+6.5% | $6,341-7.6% |
| Admin fee / account holder | $5 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |