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 | $115,927 | $91,037+27.3% | $71,671+61.7% | $147,584-21.4% |
| Participation rate | 69.2% | 76.1%-6.9pp | 68.7%+0.5pp | 82.8%-13.6pp |
| Annual return | 20.57% | 20.48%+0.1pp | 20.65%-0.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,060 | $3,327-8.0% | $2,460+24.4% | $4,876-37.3% |
| Participant deferral / active EE | $5,800 | $4,498+28.9% | $3,438+68.7% | $5,439+6.6% |
| Admin fee / account holder | $280 | $8,613-96.8% | $5,558-95.0% | $10,885-97.4% |