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 | $85,097 | $99,341-14.3% | $84,750+0.4% | $273,961-68.9% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 8.28% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,262 | $4,214-22.6% | $3,574-8.7% | $4,869-33.0% |
| Participant deferral / active EE | $7,049 | $4,269+65.1% | $3,712+89.9% | $5,287+33.3% |
| Admin fee / account holder | $225 | $6,644-96.6% | $5,332-95.8% | $10,132-97.8% |