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 | $58,249 | $65,685-11.3% | $57,179+1.9% | $273,961-78.7% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 5.90% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,053 | $3,279-37.4% | $2,682-23.5% | $4,869-57.8% |
| Participant deferral / active EE | $4,545 | $3,782+20.2% | $3,096+46.8% | $5,287-14.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |