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 | $115,661 | $127,264-9.1% | $109,895+5.2% | $167,490-30.9% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.2%-5.0pp | 82.1%-12.9pp |
| Annual return | 14.82% | 22.97%-8.1pp | 29.45%-14.6pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,997 | $3,322-39.9% | $2,842-29.8% | $4,837-58.7% |
| Participant deferral / active EE | $3,561 | $4,514-21.1% | $4,048-12.0% | $6,341-43.8% |
| Admin fee / account holder | $231 | $7,114-96.8% | $6,066-96.2% | $12,309-98.1% |