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 | $216,924 | $45,865+373.0% | $40,757+432.2% | $125,391+73.0% |
| Participation rate | 62.5% | 84.2%-21.7pp | 79.3%-16.8pp | 83.2%-20.7pp |
| Annual return | 2.57% | -1.32%+3.9pp | -0.50%+3.1pp | 282.22%-279.6pp |
| Employer contribution / active EE | $3,525 | $3,697-4.6% | $3,004+17.3% | $4,866-27.6% |
| Participant deferral / active EE | $9,300 | $4,199+121.5% | $3,485+166.9% | $5,352+73.8% |
| Admin fee / account holder | $0 | $5,763-100.0% | $4,272-100.0% | $9,540-100.0% |