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 | $65,140 | $181,894-64.2% | $156,549-58.4% | $273,961-76.2% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 5.42% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,730 | $6,248-72.3% | $5,501-68.6% | $4,869-64.5% |
| Participant deferral / active EE | $7,110 | $5,550+28.1% | $4,871+46.0% | $5,287+34.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |