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 9-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 | $98,222 | $96,557+1.7% | $80,975+21.3% | $273,961-64.1% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 3.84% | 15.14%-11.3pp | 17.10%-13.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $3,409 | $4,868-30.0% | $3,714-8.2% | $4,869-30.0% |
| Participant deferral / active EE | $4,262 | $6,598-35.4% | $5,696-25.2% | $5,287-19.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |