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 | $106,992 | $181,894-41.2% | $156,549-31.7% | $273,961-60.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 6.92% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,375 | $6,248-78.0% | $5,501-75.0% | $4,869-71.7% |
| Participant deferral / active EE | $6,511 | $5,550+17.3% | $4,871+33.7% | $5,287+23.2% |
| Admin fee / account holder | $1 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |