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 | $233,305 | $153,772+51.7% | $133,980+74.1% | $273,961-14.8% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.1%-62.1pp | 83.0%-58.0pp |
| Annual return | 10.90% | 36.51%-25.6pp | 29.30%-18.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,650 | $6,029-56.0% | $5,211-49.2% | $4,869-45.6% |
| Participant deferral / active EE | $4,850 | $6,958-30.3% | $6,282-22.8% | $5,287-8.3% |
| Admin fee / account holder | $103 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |