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 | $199,487 | $104,974+90.0% | $95,585+108.7% | $142,382+40.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 13.71% | 210.33%-196.6pp | 38.56%-24.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $943 | $2,779-66.1% | $2,527-62.7% | $4,299-78.1% |
| Participant deferral / active EE | $2,895 | $4,352-33.5% | $4,023-28.0% | $6,507-55.5% |
| Admin fee / account holder | $192 | $6,386-97.0% | $6,127-96.9% | $12,624-98.5% |