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 | $222,290 | $110,261+101.6% | $95,745+132.2% | $139,434+59.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 14.53% | 27.11%-12.6pp | 28.35%-13.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,918 | $3,257-10.4% | $2,835+2.9% | $4,751-38.6% |
| Participant deferral / active EE | $9,430 | $4,676+101.7% | $4,245+122.2% | $6,710+40.5% |
| Admin fee / account holder | $194 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |