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 | $51,073 | $135,952-62.4% | $123,892-58.8% | $273,961-81.4% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 57.28% | 56.63%+0.6pp | 47.52%+9.8pp | 41.45%+15.8pp |
| Employer contribution / active EE | $3,866 | $5,170-25.2% | $4,617-16.3% | $4,869-20.6% |
| Participant deferral / active EE | $6,489 | $6,343+2.3% | $5,984+8.4% | $5,287+22.7% |
| Admin fee / account holder | $164 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |