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 | $77,896-8.8% | $134,172-47.0% | $82,448-13.8% |
| Participation rate | 68.0% | 62.8%+5.2pp | 72.5%-4.5pp | 68.1%-0.1pp |
| Annual return | 20.70% | 18.21%+2.5pp | 25.30%-4.6pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,105 | $2,159-48.8% | $3,420-67.7% | $2,551-56.7% |
| Participant deferral / active EE | $3,937 | $3,162+24.5% | $4,690-16.1% | $4,139-4.9% |
| Admin fee / account holder | $183 | $6,336-97.1% | $12,016-98.5% | $7,234-97.5% |