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 | $60,728 | $215,361-71.8% | $171,082-64.5% | $273,961-77.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 3.62% | 25.14%-21.5pp | 32.56%-28.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,760 | $4,967-64.6% | $4,002-56.0% | $4,869-63.9% |
| Participant deferral / active EE | $8,432 | $5,543+52.1% | $4,797+75.8% | $5,287+59.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |