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 | $229,194 | $181,894+26.0% | $156,549+46.4% | $273,961-16.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 7.18% | 30.74%-23.6pp | 32.23%-25.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,520 | $6,248-59.7% | $5,501-54.2% | $4,869-48.2% |
| Participant deferral / active EE | $7,655 | $5,550+37.9% | $4,871+57.2% | $5,287+44.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |