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 | $78,057 | $181,894-57.1% | $156,549-50.1% | $273,961-71.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 6.93% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,968 | $6,248-68.5% | $5,501-64.2% | $4,869-59.6% |
| Participant deferral / active EE | $3,961 | $5,550-28.6% | $4,871-18.7% | $5,287-25.1% |
| Admin fee / account holder | $6 | $15,559-100.0% | $13,027-100.0% | $10,132-99.9% |