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 | $95,396 | $136,307-30.0% | $106,619-10.5% | $273,961-65.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 11.59% | 11.05%+0.5pp | 9.42%+2.2pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,094 | $5,190-78.9% | $3,947-72.3% | $4,869-77.5% |
| Participant deferral / active EE | $5,290 | $4,969+6.5% | $3,930+34.6% | $5,287+0.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |