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 | $124,752 | $132,239-5.7% | $105,722+18.0% | $273,961-54.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.9%-28.9pp | 83.0%-33.0pp |
| Annual return | 9.02% | 10.07%-1.1pp | 12.25%-3.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,898 | $4,867-40.4% | $4,079-28.9% | $4,869-40.5% |
| Participant deferral / active EE | $5,512 | $6,233-11.6% | $5,326+3.5% | $5,287+4.3% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |