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 | $93,784 | $93,071+0.8% | $74,583+25.7% | $273,961-65.8% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 8.43% | 26.18%-17.7pp | 20.47%-12.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $147 | $3,160-95.3% | $2,525-94.2% | $4,869-97.0% |
| Participant deferral / active EE | $553 | $4,160-86.7% | $3,458-84.0% | $5,287-89.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |