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 | $89,656 | $93,071-3.7% | $74,583+20.2% | $273,961-67.3% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 9.88% | 26.18%-16.3pp | 20.47%-10.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,607 | $3,160+14.2% | $2,525+42.9% | $4,869-25.9% |
| Participant deferral / active EE | $3,607 | $4,160-13.3% | $3,458+4.3% | $5,287-31.8% |
| Admin fee / account holder | $250 | $5,272-95.3% | $4,138-94.0% | $10,132-97.5% |