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 | $110,163 | $135,952-19.0% | $123,892-11.1% | $273,961-59.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 11.36% | 56.63%-45.3pp | 47.52%-36.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,343 | $5,170-74.0% | $4,617-70.9% | $4,869-72.4% |
| Participant deferral / active EE | $4,865 | $6,343-23.3% | $5,984-18.7% | $5,287-8.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |