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 | $154,920 | $111,814+38.6% | $103,374+49.9% | $145,959+6.1% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 10.78% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $925 | $4,214-78.0% | $3,869-76.1% | $4,661-80.1% |
| Participant deferral / active EE | $2,975 | $5,618-47.1% | $5,058-41.2% | $6,689-55.5% |
| Admin fee / account holder | $252 | $9,754-97.4% | $8,394-97.0% | $13,398-98.1% |