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 | $126,486 | $135,952-7.0% | $123,892+2.1% | $273,961-53.8% |
| Participation rate | 65.0% | 84.1%-19.1pp | 81.4%-16.4pp | 83.0%-18.0pp |
| Annual return | 7.56% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,661 | $5,170-67.9% | $4,617-64.0% | $4,869-65.9% |
| Participant deferral / active EE | $3,856 | $6,343-39.2% | $5,984-35.6% | $5,287-27.1% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |