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 | $123,870 | $177,572-30.2% | $154,803-20.0% | $142,382-13.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 18.22% | 65.07%-46.8pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,798 | $4,810-41.8% | $4,305-35.0% | $4,299-34.9% |
| Participant deferral / active EE | $3,750 | $6,272-40.2% | $5,540-32.3% | $6,507-42.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |