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 | $88,593 | $135,952-34.8% | $123,892-28.5% | $273,961-67.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 9.94% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,046 | $5,170-79.8% | $4,617-77.4% | $4,869-78.5% |
| Participant deferral / active EE | $2,557 | $6,343-59.7% | $5,984-57.3% | $5,287-51.6% |
| Admin fee / account holder | $49 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |