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 9-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 | $85,301 | $73,787+15.6% | $98,716-13.6% | $82,448+3.5% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 17.31% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,434 | $1,511-5.1% | $2,279-37.1% | $2,551-43.8% |
| Participant deferral / active EE | $4,075 | $3,081+32.3% | $4,048+0.7% | $4,139-1.5% |
| Admin fee / account holder | $3 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |