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 | $63,849 | $57,828+10.4% | $117,039-45.4% | $70,131-9.0% |
| Participation rate | 61.2% | 67.1%-5.9pp | 77.2%-16.0pp | 69.5%-8.3pp |
| Annual return | 12.49% | 17.55%-5.1pp | 18.95%-6.5pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,574 | $1,816-13.3% | $3,785-58.4% | $2,342-32.8% |
| Participant deferral / active EE | $2,728 | $2,438+11.9% | $3,929-30.6% | $3,332-18.1% |
| Admin fee / account holder | $123 | $3,548-96.5% | $5,974-97.9% | $4,645-97.4% |