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 | $73,079 | $153,772-52.5% | $133,980-45.5% | $273,961-73.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 17.25% | 36.51%-19.3pp | 29.30%-12.1pp | 41.45%-24.2pp |
| Employer contribution / active EE | $2,880 | $6,029-52.2% | $5,211-44.7% | $4,869-40.8% |
| Participant deferral / active EE | $8,492 | $6,958+22.0% | $6,282+35.2% | $5,287+60.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |