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 | $100,331 | $181,894-44.8% | $156,549-35.9% | $273,961-63.4% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 3.87% | 30.74%-26.9pp | 32.23%-28.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $90 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |