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 | $79,355 | $72,277+9.8% | $101,248-21.6% | $79,858-0.6% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 19.45% | 22.30%-2.9pp | 46.47%-27.0pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,093 | $2,692-59.4% | $3,660-70.1% | $2,471-55.8% |
| Participant deferral / active EE | $3,912 | $3,282+19.2% | $4,370-10.5% | $3,740+4.6% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |