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 | $113,209 | $124,319-8.9% | $111,297+1.7% | $167,490-32.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 9.05% | 37.44%-28.4pp | 54.65%-45.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $7,347 | $3,435+113.9% | $2,731+169.0% | $4,837+51.9% |
| Participant deferral / active EE | $7,622 | $5,180+47.1% | $4,487+69.9% | $6,341+20.2% |
| Admin fee / account holder | $50 | $10,618-99.5% | $7,964-99.4% | $12,309-99.6% |