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 | $97,672 | $153,772-36.5% | $133,980-27.1% | $273,961-64.3% |
| Participation rate | 56.3% | 88.4%-32.1pp | 87.1%-30.8pp | 83.0%-26.8pp |
| Annual return | 11.40% | 36.51%-25.1pp | 29.30%-17.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,695 | $6,958+25.0% | $6,282+38.4% | $5,287+64.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |