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 | $91,688 | $90,503+1.3% | $78,689+16.5% | $273,961-66.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 11.19% | 75.60%-64.4pp | 62.18%-51.0pp | 41.45%-30.3pp |
| Employer contribution / active EE | $4,000 | $3,176+26.0% | $2,851+40.3% | $4,869-17.8% |
| Participant deferral / active EE | $11,873 | $3,901+204.3% | $3,517+237.6% | $5,287+124.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |