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 | $98,319 | $99,341-1.0% | $84,750+16.0% | $273,961-64.1% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 9.46% | 22.93%-13.5pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $864 | $4,214-79.5% | $3,574-75.8% | $4,869-82.3% |
| Participant deferral / active EE | $7,200 | $4,269+68.6% | $3,712+94.0% | $5,287+36.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |