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 | $132,734 | $153,772-13.7% | $133,980-0.9% | $273,961-51.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 11.02% | 36.51%-25.5pp | 29.30%-18.3pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,085 | $6,029-65.4% | $5,211-60.0% | $4,869-57.2% |
| Participant deferral / active EE | $6,752 | $6,958-3.0% | $6,282+7.5% | $5,287+27.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |