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 | $77,911 | $181,894-57.2% | $156,549-50.2% | $273,961-71.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.68% | 30.74%-24.1pp | 32.23%-25.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,648 | $6,248-73.6% | $5,501-70.0% | $4,869-66.2% |
| Participant deferral / active EE | $4,624 | $5,550-16.7% | $4,871-5.1% | $5,287-12.5% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |