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 | $54,788 | $96,557-43.3% | $80,975-32.3% | $273,961-80.0% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 7.73% | 15.14%-7.4pp | 17.10%-9.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,213 | $4,868-75.1% | $3,714-67.4% | $4,869-75.1% |
| Participant deferral / active EE | $3,274 | $6,598-50.4% | $5,696-42.5% | $5,287-38.1% |
| Admin fee / account holder | -$5 | $7,492-100.1% | $5,516-100.1% | $10,132-100.0% |