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 | $127,280 | $96,557+31.8% | $80,975+57.2% | $273,961-53.5% |
| Participation rate | 25.0% | 79.1%-54.1pp | 75.8%-50.8pp | 83.0%-58.0pp |
| Annual return | 18.63% | 15.14%+3.5pp | 17.10%+1.5pp | 41.45%-22.8pp |
| Employer contribution / active EE | $1,430 | $4,868-70.6% | $3,714-61.5% | $4,869-70.6% |
| Participant deferral / active EE | $6,000 | $6,598-9.1% | $5,696+5.3% | $5,287+13.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |