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 | $152,949 | $65,685+132.9% | $57,179+167.5% | $273,961-44.2% |
| Participation rate | 30.8% | 78.3%-47.6pp | 75.3%-44.6pp | 83.0%-52.2pp |
| Annual return | 8.18% | 21.99%-13.8pp | 14.59%-6.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,618 | $3,279-20.1% | $2,682-2.4% | $4,869-46.2% |
| Participant deferral / active EE | $2,485 | $3,782-34.3% | $3,096-19.7% | $5,287-53.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |