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 | $101,337 | $99,341+2.0% | $84,750+19.6% | $273,961-63.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.28% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,913 | $4,214-54.6% | $3,574-46.5% | $4,869-60.7% |
| Participant deferral / active EE | $4,266 | $4,269-0.1% | $3,712+14.9% | $5,287-19.3% |
| Admin fee / account holder | $96 | $6,644-98.6% | $5,332-98.2% | $10,132-99.1% |