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 | $100,384 | $105,630-5.0% | $87,507+14.7% | $273,961-63.4% |
| Participation rate | 52.4% | 78.2%-25.8pp | 73.8%-21.5pp | 83.0%-30.6pp |
| Annual return | 8.23% | 12.25%-4.0pp | 12.21%-4.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,960 | $3,141-37.6% | $2,550-23.1% | $4,869-59.8% |
| Participant deferral / active EE | $3,755 | $3,601+4.3% | $3,149+19.3% | $5,287-29.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |