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 | $146,942 | $215,361-31.8% | $171,082-14.1% | $273,961-46.4% |
| Participation rate | 28.6% | 82.0%-53.5pp | 76.7%-48.1pp | 83.0%-54.4pp |
| Annual return | 8.37% | 25.14%-16.8pp | 32.56%-24.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $428 | $4,967-91.4% | $4,002-89.3% | $4,869-91.2% |
| Participant deferral / active EE | $2,673 | $5,543-51.8% | $4,797-44.3% | $5,287-49.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |