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 | $67,893 | $77,634-12.5% | $156,549-56.6% | $62,891+8.0% |
| Participation rate | 45.2% | 71.2%-26.0pp | 84.0%-38.8pp | 69.3%-24.1pp |
| Annual return | 8.95% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,033 | $3,444-70.0% | $5,501-81.2% | $2,281-54.7% |
| Participant deferral / active EE | $2,835 | $3,045-6.9% | $4,871-41.8% | $3,203-11.5% |
| Admin fee / account holder | $114 | $5,561-98.0% | $13,027-99.1% | $4,296-97.3% |