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 | $61,140 | $96,557-36.7% | $80,975-24.5% | $273,961-77.7% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 8.14% | 15.14%-7.0pp | 17.10%-9.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,824 | $4,868-21.4% | $3,714+3.0% | $4,869-21.5% |
| Participant deferral / active EE | $8,207 | $6,598+24.4% | $5,696+44.1% | $5,287+55.2% |
| Admin fee / account holder | $20 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |