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 | $165,545 | $135,952+21.8% | $123,892+33.6% | $273,961-39.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.33% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,775 | $5,170-46.3% | $4,617-39.9% | $4,869-43.0% |
| Participant deferral / active EE | $2,775 | $6,343-56.3% | $5,984-53.6% | $5,287-47.5% |
| Admin fee / account holder | $277 | $9,817-97.2% | $8,357-96.7% | $10,132-97.3% |