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 | $113,292 | $181,894-37.7% | $156,549-27.6% | $273,961-58.6% |
| Participation rate | 14.3% | 88.4%-74.1pp | 84.0%-69.7pp | 83.0%-68.7pp |
| Annual return | 11.44% | 30.74%-19.3pp | 32.23%-20.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,486 | $6,248-76.2% | $5,501-73.0% | $4,869-69.5% |
| Participant deferral / active EE | $2,571 | $5,550-53.7% | $4,871-47.2% | $5,287-51.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |