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 | $75,098 | $81,446-7.8% | $103,374-27.4% | $80,874-7.1% |
| Participation rate | 54.4% | 66.9%-12.5pp | 74.5%-20.1pp | 67.6%-13.3pp |
| Annual return | 27.86% | 25.57%+2.3pp | 24.89%+3.0pp | 35.62%-7.8pp |
| Employer contribution / active EE | $1,899 | $3,107-38.9% | $3,869-50.9% | $2,756-31.1% |
| Participant deferral / active EE | $9,204 | $3,870+137.8% | $5,058+82.0% | $4,297+114.2% |
| Admin fee / account holder | $272 | $6,715-95.9% | $8,394-96.8% | $6,935-96.1% |