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 | $161,819 | $153,772+5.2% | $133,980+20.8% | $273,961-40.9% |
| Participation rate | 16.7% | 88.4%-71.7pp | 87.1%-70.4pp | 83.0%-66.3pp |
| Annual return | 3.48% | 36.51%-33.0pp | 29.30%-25.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,726 | $6,029-71.4% | $5,211-66.9% | $4,869-64.5% |
| Participant deferral / active EE | $4,758 | $6,958-31.6% | $6,282-24.3% | $5,287-10.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |