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 | $145,066 | $215,361-32.6% | $171,082-15.2% | $273,961-47.0% |
| Participation rate | 53.3% | 82.0%-28.7pp | 76.7%-23.4pp | 83.0%-29.7pp |
| Annual return | 8.01% | 25.14%-17.1pp | 32.56%-24.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $814 | $4,967-83.6% | $4,002-79.7% | $4,869-83.3% |
| Participant deferral / active EE | $2,652 | $5,543-52.2% | $4,797-44.7% | $5,287-49.8% |
| Admin fee / account holder | $4 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |