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 | $76,719 | $105,630-27.4% | $87,507-12.3% | $273,961-72.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 11.26% | 12.25%-1.0pp | 12.21%-0.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,408 | $3,141-55.2% | $2,550-44.8% | $4,869-71.1% |
| Participant deferral / active EE | $2,921 | $3,601-18.9% | $3,149-7.2% | $5,287-44.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |