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 | $82,340 | $72,012+14.3% | $185,823-55.7% | $79,858+3.1% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 22.28% | 23.12%-0.8pp | 35.95%-13.7pp | 31.71%-9.4pp |
| Employer contribution / active EE | $569 | $1,965-71.0% | $4,087-86.1% | $2,471-77.0% |
| Participant deferral / active EE | $4,394 | $3,779+16.3% | $5,632-22.0% | $3,740+17.5% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |