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 | $100,873 | $111,754-9.7% | $103,333-2.4% | $145,922-30.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.32% | 24.77%-15.4pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,769 | $4,212-58.0% | $3,868-54.3% | $4,660-62.0% |
| Participant deferral / active EE | $4,386 | $5,619-21.9% | $5,057-13.3% | $6,688-34.4% |
| Admin fee / account holder | $183 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |