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 | $80,891 | $83,337-2.9% | $67,834+19.2% | $273,961-70.5% |
| Participation rate | 68.8% | 76.4%-7.7pp | 68.8%0pp | 83.0%-14.3pp |
| Annual return | 5.70% | 259.45%-253.7pp | 138.47%-132.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,650 | $3,287+11.0% | $2,403+51.9% | $4,869-25.0% |
| Participant deferral / active EE | $7,863 | $4,088+92.3% | $3,160+148.8% | $5,287+48.7% |
| Admin fee / account holder | $298 | $6,752-95.6% | $4,622-93.5% | $10,132-97.1% |