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 | $83,983 | $90,503-7.2% | $78,689+6.7% | $273,961-69.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 7.35% | 75.60%-68.3pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,373 | $3,176-56.8% | $2,851-51.8% | $4,869-71.8% |
| Participant deferral / active EE | $4,073 | $3,901+4.4% | $3,517+15.8% | $5,287-23.0% |
| Admin fee / account holder | $91 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |