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 | $134,718 | $96,557+39.5% | $80,975+66.4% | $273,961-50.8% |
| Participation rate | 54.2% | 79.1%-24.9pp | 75.8%-21.6pp | 83.0%-28.8pp |
| Annual return | 4.95% | 15.14%-10.2pp | 17.10%-12.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,778 | $4,868+18.7% | $3,714+55.6% | $4,869+18.7% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $229 | $7,492-96.9% | $5,516-95.8% | $10,132-97.7% |