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 | $78,256 | $99,341-21.2% | $84,750-7.7% | $273,961-71.4% |
| Participation rate | 44.4% | 80.7%-36.2pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 10.02% | 22.93%-12.9pp | 22.78%-12.8pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,010 | $4,214-76.0% | $3,574-71.7% | $4,869-79.3% |
| Participant deferral / active EE | $1,165 | $4,269-72.7% | $3,712-68.6% | $5,287-78.0% |
| Admin fee / account holder | $4 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |