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 | $58,776 | $135,952-56.8% | $123,892-52.6% | $273,961-78.5% |
| Participation rate | 68.2% | 84.1%-15.9pp | 81.4%-13.2pp | 83.0%-14.8pp |
| Annual return | 8.46% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $6,127 | $5,170+18.5% | $4,617+32.7% | $4,869+25.8% |
| Participant deferral / active EE | $3,078 | $6,343-51.5% | $5,984-48.6% | $5,287-41.8% |
| Admin fee / account holder | $44 | $9,817-99.5% | $8,357-99.5% | $10,132-99.6% |