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 6-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 | $64,708 | $135,952-52.4% | $123,892-47.8% | $273,961-76.4% |
| Participation rate | 68.2% | 84.1%-15.9pp | 81.4%-13.2pp | 83.0%-14.8pp |
| Annual return | 10.64% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $873 | $5,170-83.1% | $4,617-81.1% | $4,869-82.1% |
| Participant deferral / active EE | $8,065 | $6,343+27.2% | $5,984+34.8% | $5,287+52.5% |
| Admin fee / account holder | $134 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |