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 | $36,379 | $135,952-73.2% | $123,892-70.6% | $273,961-86.7% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 8.69% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,030 | $5,170-60.7% | $4,617-56.0% | $4,869-58.3% |
| Participant deferral / active EE | $7,975 | $6,343+25.7% | $5,984+33.3% | $5,287+50.8% |
| Admin fee / account holder | $106 | $9,817-98.9% | $8,357-98.7% | $10,132-99.0% |