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 | $70,198 | $124,281-43.5% | $109,143-35.7% | $167,490-58.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 19.97% | 26.04%-6.1pp | 25.75%-5.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $2,272 | $4,207-46.0% | $3,722-39.0% | $4,837-53.0% |
| Participant deferral / active EE | $5,564 | $5,255+5.9% | $4,653+19.6% | $6,341-12.3% |
| Admin fee / account holder | $127 | $7,970-98.4% | $6,752-98.1% | $12,309-99.0% |