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 | $80,276 | $65,685+22.2% | $57,179+40.4% | $273,961-70.7% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 7.69% | 21.99%-14.3pp | 14.59%-6.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,870 | $3,279-12.5% | $2,682+7.0% | $4,869-41.1% |
| Participant deferral / active EE | $2,870 | $3,782-24.1% | $3,096-7.3% | $5,287-45.7% |
| Admin fee / account holder | -$73 | $4,835-101.5% | $3,139-102.3% | $10,132-100.7% |