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 | $130,074 | $215,361-39.6% | $171,082-24.0% | $273,961-52.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 2.53% | 25.14%-22.6pp | 32.56%-30.0pp | 41.45%-38.9pp |
| Employer contribution / active EE | $800 | $4,967-83.9% | $4,002-80.0% | $4,869-83.6% |
| Participant deferral / active EE | $3,100 | $5,543-44.1% | $4,797-35.4% | $5,287-41.4% |
| Admin fee / account holder | $85 | $10,846-99.2% | $8,520-99.0% | $10,132-99.2% |