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 | $71,808 | $81,460-11.8% | $103,333-30.5% | $80,856-11.2% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 15.46% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,082 | $3,105-65.2% | $3,868-72.0% | $2,755-60.7% |
| Participant deferral / active EE | $2,896 | $3,869-25.1% | $5,057-42.7% | $4,296-32.6% |
| Admin fee / account holder | $225 | $6,566-96.6% | $8,355-97.3% | $6,918-96.7% |