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 | $108,904 | $153,311-29.0% | $109,313-0.4% | $273,961-60.2% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | 7.09% | 29.86%-22.8pp | 22.07%-15.0pp | 41.45%-34.4pp |
| Employer contribution / active EE | $114 | $5,619-98.0% | $3,892-97.1% | $4,869-97.7% |
| Participant deferral / active EE | $1,463 | $3,932-62.8% | $3,166-53.8% | $5,287-72.3% |
| Admin fee / account holder | $105 | $8,076-98.7% | $5,666-98.1% | $10,132-99.0% |