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 | $68,844 | $46,869+46.9% | $122,332-43.7% | $70,131-1.8% |
| Participation rate | 54.8% | 58.2%-3.4pp | 71.6%-16.9pp | 69.5%-14.8pp |
| Annual return | 15.38% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,155 | $1,288+67.3% | $4,050-46.8% | $2,342-8.0% |
| Participant deferral / active EE | $3,264 | $2,166+50.7% | $3,287-0.7% | $3,332-2.0% |
| Admin fee / account holder | $28 | $3,322-99.2% | $5,478-99.5% | $4,645-99.4% |