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 | $192,750 | $106,584+80.8% | $101,326+90.2% | $142,382+35.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 16.76% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,238 | $3,956-68.7% | $3,665-66.2% | $4,299-71.2% |
| Participant deferral / active EE | $3,917 | $8,297-52.8% | $7,994-51.0% | $6,507-39.8% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |