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 | $78,950 | $90,503-12.8% | $78,689+0.3% | $273,961-71.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 9.24% | 75.60%-66.4pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,291 | $3,176-59.3% | $2,851-54.7% | $4,869-73.5% |
| Participant deferral / active EE | $4,994 | $3,901+28.0% | $3,517+42.0% | $5,287-5.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |