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 | $84,004 | $99,341-15.4% | $84,750-0.9% | $273,961-69.3% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 10.51% | 22.93%-12.4pp | 22.78%-12.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $2,652 | $4,214-37.1% | $3,574-25.8% | $4,869-45.5% |
| Participant deferral / active EE | $4,667 | $4,269+9.3% | $3,712+25.7% | $5,287-11.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |