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 | $125,889 | $181,894-30.8% | $156,549-19.6% | $273,961-54.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 12.05% | 30.74%-18.7pp | 32.23%-20.2pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,415 | $6,248-77.4% | $5,501-74.3% | $4,869-70.9% |
| Participant deferral / active EE | $3,875 | $5,550-30.2% | $4,871-20.5% | $5,287-26.7% |
| Admin fee / account holder | $96 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |