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 | $65,292 | $153,772-57.5% | $133,980-51.3% | $273,961-76.2% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.1%-23.4pp | 83.0%-19.4pp |
| Annual return | 6.69% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,583 | $6,029-57.2% | $5,211-50.4% | $4,869-47.0% |
| Participant deferral / active EE | $5,525 | $6,958-20.6% | $6,282-12.1% | $5,287+4.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |