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 | $87,410 | $90,503-3.4% | $78,689+11.1% | $273,961-68.1% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 4.76% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $727 | $3,176-77.1% | $2,851-74.5% | $4,869-85.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $269 | $5,263-94.9% | $4,510-94.0% | $10,132-97.3% |