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 | $89,718 | $96,557-7.1% | $80,975+10.8% | $273,961-67.3% |
| Participation rate | 35.7% | 79.1%-43.4pp | 75.8%-40.1pp | 83.0%-47.3pp |
| Annual return | 7.43% | 15.14%-7.7pp | 17.10%-9.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,048 | $4,868-78.5% | $3,714-71.8% | $4,869-78.5% |
| Participant deferral / active EE | $2,156 | $6,598-67.3% | $5,696-62.1% | $5,287-59.2% |
| Admin fee / account holder | $18 | $7,492-99.8% | $5,516-99.7% | $10,132-99.8% |