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 | $173,672 | $153,311+13.3% | $109,313+58.9% | $273,961-36.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 7.66% | 29.86%-22.2pp | 22.07%-14.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $8,150 | $5,619+45.0% | $3,892+109.4% | $4,869+67.4% |
| Participant deferral / active EE | $8,175 | $3,932+107.9% | $3,166+158.2% | $5,287+54.6% |
| Admin fee / account holder | -$214 | $8,076-102.7% | $5,666-103.8% | $10,132-102.1% |