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 | $248,260 | $135,952+82.6% | $123,892+100.4% | $273,961-9.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.83% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,264 | $5,170-75.5% | $4,617-72.6% | $4,869-74.0% |
| Participant deferral / active EE | $5,715 | $6,343-9.9% | $5,984-4.5% | $5,287+8.1% |
| Admin fee / account holder | $250 | $9,817-97.5% | $8,357-97.0% | $10,132-97.5% |