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 | $111,569 | $99,341+12.3% | $84,750+31.6% | $273,961-59.3% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 4.29% | 22.93%-18.6pp | 22.78%-18.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,040 | $4,214-75.3% | $3,574-70.9% | $4,869-78.6% |
| Participant deferral / active EE | $5,980 | $4,269+40.1% | $3,712+61.1% | $5,287+13.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |