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 | $99,823 | $95,453+4.6% | $112,040-10.9% | $82,448+21.1% |
| Participation rate | 54.8% | 72.8%-18.0pp | 76.5%-21.7pp | 68.1%-13.3pp |
| Annual return | 14.04% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,556 | $2,318-32.9% | $2,954-47.3% | $2,551-39.0% |
| Participant deferral / active EE | $4,285 | $4,224+1.5% | $5,098-15.9% | $4,139+3.5% |
| Admin fee / account holder | $157 | $9,013-98.3% | $12,098-98.7% | $7,234-97.8% |