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 | $59,388 | $99,341-40.2% | $84,750-29.9% | $273,961-78.3% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 5.96% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,546 | $4,214-15.9% | $3,574-0.8% | $4,869-27.2% |
| Participant deferral / active EE | $4,716 | $4,269+10.5% | $3,712+27.1% | $5,287-10.8% |
| Admin fee / account holder | $25 | $6,644-99.6% | $5,332-99.5% | $10,132-99.8% |