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 | $41,924 | $46,869-10.6% | $122,332-65.7% | $70,131-40.2% |
| Participation rate | 59.3% | 58.2%+1.1pp | 71.6%-12.4pp | 69.5%-10.3pp |
| Annual return | 16.89% | 24.22%-7.3pp | 30.27%-13.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,185 | $1,288-8.0% | $4,050-70.7% | $2,342-49.4% |
| Participant deferral / active EE | $1,972 | $2,166-9.0% | $3,287-40.0% | $3,332-40.8% |
| Admin fee / account holder | $184 | $3,322-94.5% | $5,478-96.6% | $4,645-96.0% |