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 | $80,782 | $93,071-13.2% | $74,583+8.3% | $273,961-70.5% |
| Participation rate | 54.5% | 74.9%-20.4pp | 68.1%-13.6pp | 83.0%-28.5pp |
| Annual return | 7.61% | 26.18%-18.6pp | 20.47%-12.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,335 | $3,160-26.1% | $2,525-7.5% | $4,869-52.0% |
| Participant deferral / active EE | $6,711 | $4,160+61.3% | $3,458+94.1% | $5,287+26.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |