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 | $56,006 | $72,012-22.2% | $185,823-69.9% | $79,858-29.9% |
| Participation rate | 65.4% | 65.8%-0.4pp | 78.0%-12.6pp | 69.6%-4.2pp |
| Annual return | 26.13% | 23.12%+3.0pp | 35.95%-9.8pp | 31.71%-5.6pp |
| Employer contribution / active EE | $2,536 | $1,965+29.1% | $4,087-38.0% | $2,471+2.6% |
| Participant deferral / active EE | $3,169 | $3,779-16.1% | $5,632-43.7% | $3,740-15.3% |
| Admin fee / account holder | $272 | $4,513-94.0% | $9,500-97.1% | $5,306-94.9% |