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 | $127,054 | $102,828+23.6% | $105,387+20.6% | $152,861-16.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 17.64% | 20.85%-3.2pp | 26.82%-9.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $4,704 | $4,473+5.2% | $4,213+11.6% | $4,762-1.2% |
| Participant deferral / active EE | $4,704 | $5,465-13.9% | $5,502-14.5% | $5,850-19.6% |
| Admin fee / account holder | $8 | $8,683-99.9% | $6,559-99.9% | $11,596-99.9% |