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 | $85,088 | $181,894-53.2% | $156,549-45.6% | $273,961-68.9% |
| Participation rate | 65.2% | 88.4%-23.2pp | 84.0%-18.8pp | 83.0%-17.8pp |
| Annual return | 9.81% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,495 | $6,248-76.1% | $5,501-72.8% | $4,869-69.3% |
| Participant deferral / active EE | $3,306 | $5,550-40.4% | $4,871-32.1% | $5,287-37.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |