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 | $114,787 | $101,069+13.6% | $81,478+40.9% | $147,584-22.2% |
| Participation rate | 36.4% | 74.5%-38.1pp | 68.0%-31.6pp | 82.8%-46.5pp |
| Annual return | 15.49% | 32.40%-16.9pp | 38.78%-23.3pp | 578.55%-563.1pp |
| Employer contribution / active EE | $871 | $3,205-72.8% | $2,568-66.1% | $4,876-82.1% |
| Participant deferral / active EE | $3,217 | $4,242-24.2% | $3,537-9.0% | $5,439-40.8% |
| Admin fee / account holder | $250 | $5,812-95.7% | $4,561-94.5% | $10,885-97.7% |