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 | $75,088 | $153,772-51.2% | $133,980-44.0% | $273,961-72.6% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | 5.07% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,322 | $6,029-78.1% | $5,211-74.6% | $4,869-72.9% |
| Participant deferral / active EE | $6,000 | $6,958-13.8% | $6,282-4.5% | $5,287+13.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |