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 | $167,211 | $94,338+77.2% | $100,534+66.3% | $142,382+17.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 80.6%-30.6pp | 80.1%-30.1pp |
| Annual return | 17.96% | 29.20%-11.2pp | 32.66%-14.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,052 | $4,237-75.2% | $4,346-75.8% | $4,299-75.5% |
| Participant deferral / active EE | $6,010 | $5,934+1.3% | $6,144-2.2% | $6,507-7.6% |
| Admin fee / account holder | $120 | $8,421-98.6% | $7,654-98.4% | $12,624-99.0% |