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 | $80,117 | $181,894-56.0% | $156,549-48.8% | $273,961-70.8% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 9.90% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,055 | $6,248-67.1% | $5,501-62.6% | $4,869-57.8% |
| Participant deferral / active EE | $4,975 | $5,550-10.4% | $4,871+2.1% | $5,287-5.9% |
| Admin fee / account holder | $207 | $15,559-98.7% | $13,027-98.4% | $10,132-98.0% |