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 | $69,556 | $88,583-21.5% | $88,497-21.4% | $273,961-74.6% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.4%-22.4pp | 83.0%-23.0pp |
| Annual return | 4.20% | 5.68%-1.5pp | 7.63%-3.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,824 | $4,502-59.5% | $4,036-54.8% | $4,869-62.5% |
| Participant deferral / active EE | $3,701 | $4,891-24.3% | $4,899-24.5% | $5,287-30.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |