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 | $71,075 | $78,926-9.9% | $136,749-48.0% | $84,808-16.2% |
| Participation rate | 68.0% | 62.2%+5.8pp | 72.1%-4.1pp | 68.3%-0.3pp |
| Annual return | 20.70% | 18.17%+2.5pp | 24.33%-3.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,105 | $2,134-48.2% | $3,400-67.5% | $2,631-58.0% |
| Participant deferral / active EE | $3,937 | $3,168+24.2% | $4,692-16.1% | $4,212-6.5% |
| Admin fee / account holder | $183 | $6,369-97.1% | $11,386-98.4% | $7,344-97.5% |