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 | $144,505 | $181,894-20.6% | $156,549-7.7% | $273,961-47.3% |
| Participation rate | 43.8% | 88.4%-44.6pp | 84.0%-40.3pp | 83.0%-39.3pp |
| Annual return | 13.35% | 30.74%-17.4pp | 32.23%-18.9pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,547 | $6,248-75.2% | $5,501-71.9% | $4,869-68.2% |
| Participant deferral / active EE | $4,077 | $5,550-26.5% | $4,871-16.3% | $5,287-22.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |