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 | $120,121 | $181,894-34.0% | $156,549-23.3% | $273,961-56.2% |
| Participation rate | 56.5% | 88.4%-31.9pp | 84.0%-27.5pp | 83.0%-26.5pp |
| Annual return | 6.10% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $5,827 | $6,248-6.7% | $5,501+5.9% | $4,869+19.7% |
| Participant deferral / active EE | $3,635 | $5,550-34.5% | $4,871-25.4% | $5,287-31.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |