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 | $233,439 | $232,540+0.4% | $185,117+26.1% | $147,584+58.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 15.18% | 43.03%-27.9pp | 40.50%-25.3pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,418 | $5,195-53.5% | $4,182-42.2% | $4,876-50.4% |
| Participant deferral / active EE | $6,000 | $5,834+2.9% | $5,045+18.9% | $5,439+10.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |