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 | $52,033 | $135,952-61.7% | $123,892-58.0% | $273,961-81.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 10.36% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,290 | $5,170-75.0% | $4,617-72.1% | $4,869-73.5% |
| Participant deferral / active EE | $5,801 | $6,343-8.5% | $5,984-3.1% | $5,287+9.7% |
| Admin fee / account holder | $113 | $9,817-98.8% | $8,357-98.6% | $10,132-98.9% |