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 | $75,564 | $135,952-44.4% | $123,892-39.0% | $273,961-72.4% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 11.67% | 56.63%-45.0pp | 47.52%-35.8pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,341 | $5,170-74.1% | $4,617-71.0% | $4,869-72.5% |
| Participant deferral / active EE | $2,245 | $6,343-64.6% | $5,984-62.5% | $5,287-57.5% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |