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 | $165,516 | $135,952+21.7% | $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 | 8.45% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $10,014 | $5,170+93.7% | $4,617+116.9% | $4,869+105.7% |
| Participant deferral / active EE | $16,514 | $6,343+160.4% | $5,984+176.0% | $5,287+212.3% |
| Admin fee / account holder | -$182 | $9,817-101.9% | $8,357-102.2% | $10,132-101.8% |