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 | $49,708 | $105,859-53.0% | $90,160-44.9% | $147,584-66.3% |
| Participation rate | 54.2% | 79.7%-25.6pp | 76.9%-22.7pp | 82.8%-28.7pp |
| Annual return | 39.91% | 37.63%+2.3pp | 34.88%+5.0pp | 578.55%-538.6pp |
| Employer contribution / active EE | $3,154 | $4,126-23.6% | $3,318-5.0% | $4,876-35.3% |
| Participant deferral / active EE | $5,579 | $5,733-2.7% | $5,288+5.5% | $5,439+2.6% |
| Admin fee / account holder | $235 | $8,046-97.1% | $5,943-96.0% | $10,885-97.8% |