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 | $199,494 | $113,935+75.1% | $94,224+111.7% | $125,391+59.1% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | 1.27% | 5.29%-4.0pp | 10.68%-9.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $3,284 | $4,727-30.5% | $3,587-8.5% | $4,866-32.5% |
| Participant deferral / active EE | $9,310 | $5,179+79.8% | $4,320+115.5% | $5,352+74.0% |
| Admin fee / account holder | $6 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |