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 | $39,468 | $99,341-60.3% | $84,750-53.4% | $273,961-85.6% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 3.72% | 22.93%-19.2pp | 22.78%-19.1pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,781 | $4,214-57.7% | $3,574-50.2% | $4,869-63.4% |
| Participant deferral / active EE | $3,950 | $4,269-7.5% | $3,712+6.4% | $5,287-25.3% |
| Admin fee / account holder | $84 | $6,644-98.7% | $5,332-98.4% | $10,132-99.2% |