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 | $92,666 | $83,477+11.0% | $125,175-26.0% | $72,985+27.0% |
| Participation rate | 51.6% | 73.3%-21.7pp | 79.8%-28.2pp | 69.5%-17.9pp |
| Annual return | 24.27% | 25.78%-1.5pp | 43.79%-19.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,976 | $2,345-15.7% | $3,865-48.9% | $2,440-19.0% |
| Participant deferral / active EE | $5,124 | $3,585+42.9% | $4,937+3.8% | $3,607+42.0% |
| Admin fee / account holder | $240 | $5,517-95.7% | $9,702-97.5% | $5,124-95.3% |