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 | $46,552 | $177,572-73.8% | $154,803-69.9% | $142,382-67.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 12.08% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,381 | $4,810-50.5% | $4,305-44.7% | $4,299-44.6% |
| Participant deferral / active EE | $6,501 | $6,272+3.7% | $5,540+17.3% | $6,507-0.1% |
| Admin fee / account holder | $293 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |