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 | $102,729 | $215,361-52.3% | $171,082-40.0% | $273,961-62.5% |
| Participation rate | 58.3% | 82.0%-23.7pp | 76.7%-18.4pp | 83.0%-24.7pp |
| Annual return | 5.38% | 25.14%-19.8pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,819 | $4,967-63.4% | $4,002-54.6% | $4,869-62.6% |
| Participant deferral / active EE | $4,096 | $5,543-26.1% | $4,797-14.6% | $5,287-22.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |