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 9-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 | $99,529 | $136,307-27.0% | $106,619-6.7% | $273,961-63.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 5.34% | 11.05%-5.7pp | 9.42%-4.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,560 | $5,190+7.1% | $3,947+40.9% | $4,869+14.2% |
| Participant deferral / active EE | $2,605 | $4,969-47.6% | $3,930-33.7% | $5,287-50.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |