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 7-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 | $123,493 | $181,894-32.1% | $156,549-21.1% | $273,961-54.9% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 9.65% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,359 | $6,248-46.2% | $5,501-38.9% | $4,869-31.0% |
| Participant deferral / active EE | $5,947 | $5,550+7.2% | $4,871+22.1% | $5,287+12.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |