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 | $130,241 | $136,307-4.4% | $106,619+22.2% | $273,961-52.5% |
| Participation rate | 64.3% | 84.8%-20.5pp | 78.0%-13.7pp | 83.0%-18.7pp |
| Annual return | 8.64% | 11.05%-2.4pp | 9.42%-0.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,397 | $5,190-73.1% | $3,947-64.6% | $4,869-71.3% |
| Participant deferral / active EE | $4,289 | $4,969-13.7% | $3,930+9.1% | $5,287-18.9% |
| Admin fee / account holder | $39 | $8,625-99.6% | $6,418-99.4% | $10,132-99.6% |