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 | $54,876 | $153,772-64.3% | $133,980-59.0% | $273,961-80.0% |
| Participation rate | 64.7% | 88.4%-23.7pp | 87.1%-22.4pp | 83.0%-18.3pp |
| Annual return | 16.29% | 36.51%-20.2pp | 29.30%-13.0pp | 41.45%-25.2pp |
| Employer contribution / active EE | $4,656 | $6,029-22.8% | $5,211-10.7% | $4,869-4.4% |
| Participant deferral / active EE | $9,312 | $6,958+33.8% | $6,282+48.2% | $5,287+76.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |