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 | $35,019 | $153,772-77.2% | $133,980-73.9% | $273,961-87.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 17.26% | 36.51%-19.3pp | 29.30%-12.0pp | 41.45%-24.2pp |
| Employer contribution / active EE | $1,849 | $6,029-69.3% | $5,211-64.5% | $4,869-62.0% |
| Participant deferral / active EE | $12,645 | $6,958+81.7% | $6,282+101.3% | $5,287+139.2% |
| Admin fee / account holder | $235 | $11,765-98.0% | $9,324-97.5% | $10,132-97.7% |