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 | $83,715 | $135,952-38.4% | $123,892-32.4% | $273,961-69.4% |
| Participation rate | 45.0% | 84.1%-39.1pp | 81.4%-36.4pp | 83.0%-38.0pp |
| Annual return | 5.51% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,369 | $5,170-73.5% | $4,617-70.3% | $4,869-71.9% |
| Participant deferral / active EE | $4,335 | $6,343-31.7% | $5,984-27.6% | $5,287-18.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |