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 | $72,131 | $90,503-20.3% | $78,689-8.3% | $273,961-73.7% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 10.64% | 75.60%-65.0pp | 62.18%-51.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,890 | $3,176-40.5% | $2,851-33.7% | $4,869-61.2% |
| Participant deferral / active EE | $3,756 | $3,901-3.7% | $3,517+6.8% | $5,287-29.0% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |