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 | $69,932 | $181,894-61.6% | $156,549-55.3% | $273,961-74.5% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 11.33% | 30.74%-19.4pp | 32.23%-20.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,779 | $6,248-71.5% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $5,817 | $5,550+4.8% | $4,871+19.4% | $5,287+10.0% |
| Admin fee / account holder | $294 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |