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 | $50,423 | $52,580-4.1% | $71,671-29.6% | $70,131-28.1% |
| Participation rate | 53.3% | 60.9%-7.5pp | 68.7%-15.4pp | 69.5%-16.2pp |
| Annual return | 19.34% | 20.25%-0.9pp | 20.65%-1.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,768 | $1,616+9.4% | $2,460-28.1% | $2,342-24.5% |
| Participant deferral / active EE | $2,884 | $2,386+20.9% | $3,438-16.1% | $3,332-13.4% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |