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 | $63,772 | $153,311-58.4% | $109,313-41.7% | $273,961-76.7% |
| Participation rate | 62.5% | 80.1%-17.6pp | 71.3%-8.8pp | 83.0%-20.5pp |
| Annual return | 7.26% | 29.86%-22.6pp | 22.07%-14.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,143 | $5,619-79.7% | $3,892-70.6% | $4,869-76.5% |
| Participant deferral / active EE | $7,390 | $3,932+87.9% | $3,166+133.4% | $5,287+39.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |