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 | $216,835 | $167,484+29.5% | $151,611+43.0% | $134,475+61.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -1.94% | 7.80%-9.7pp | 3.33%-5.3pp | 417.96%-419.9pp |
| Employer contribution / active EE | $6,214 | $6,829-9.0% | $6,166+0.8% | $4,740+31.1% |
| Participant deferral / active EE | $14,867 | $8,986+65.4% | $8,363+77.8% | $6,400+132.3% |
| Admin fee / account holder | $97 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |