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 | $60,583 | $105,181-42.4% | $159,436-62.0% | $85,850-29.4% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 17.08% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $3,023 | $3,318-8.9% | $4,829-37.4% | $2,565+17.8% |
| Participant deferral / active EE | $5,912 | $5,945-0.5% | $7,352-19.6% | $3,952+49.6% |
| Admin fee / account holder | $251 | $6,933-96.4% | $10,799-97.7% | $6,260-96.0% |