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 | $16,936 | $99,341-83.0% | $84,750-80.0% | $273,961-93.8% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 5.50% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $4,768 | $4,214+13.1% | $3,574+33.4% | $4,869-2.1% |
| Participant deferral / active EE | $1,975 | $4,269-53.7% | $3,712-46.8% | $5,287-62.6% |
| Admin fee / account holder | $135 | $6,644-98.0% | $5,332-97.5% | $10,132-98.7% |