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 | $77,475 | $78,422-1.2% | $95,952-19.3% | $79,858-3.0% |
| Participation rate | 61.3% | 73.5%-12.2pp | 77.1%-15.8pp | 69.6%-8.3pp |
| Annual return | 16.76% | 19.37%-2.6pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,389 | $1,945-28.6% | $2,541-45.3% | $2,471-43.8% |
| Participant deferral / active EE | $3,594 | $3,440+4.5% | $4,167-13.8% | $3,740-3.9% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |