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 | $104,959 | $99,341+5.7% | $84,750+23.8% | $273,961-61.7% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $908 | $4,214-78.5% | $3,574-74.6% | $4,869-81.4% |
| Participant deferral / active EE | $4,278 | $4,269+0.2% | $3,712+15.3% | $5,287-19.1% |
| Admin fee / account holder | -$36 | $6,644-100.5% | $5,332-100.7% | $10,132-100.4% |