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 | $75,428 | $60,349+25.0% | $74,183+1.7% | $62,891+19.9% |
| Participation rate | 65.9% | 72.7%-6.9pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 8.44% | 21.37%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $634 | $1,680-62.3% | $2,370-73.3% | $2,281-72.2% |
| Participant deferral / active EE | $5,990 | $2,856+109.7% | $3,550+68.7% | $3,203+87.0% |
| Admin fee / account holder | $54 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |