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 | $46,737 | $135,952-65.6% | $123,892-62.3% | $273,961-82.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 8.11% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,786 | $5,170-26.8% | $4,617-18.0% | $4,869-22.2% |
| Participant deferral / active EE | $7,300 | $6,343+15.1% | $5,984+22.0% | $5,287+38.1% |
| Admin fee / account holder | $18 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |