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 | $194,905 | $99,341+96.2% | $84,750+130.0% | $273,961-28.9% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 4.38% | 22.93%-18.6pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,672 | $4,214-60.3% | $3,574-53.2% | $4,869-65.6% |
| Participant deferral / active EE | $4,278 | $4,269+0.2% | $3,712+15.3% | $5,287-19.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |