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 | $206,685 | $55,706+271.0% | $75,886+172.4% | $72,985+183.2% |
| Participation rate | 16.0% | 61.1%-45.1pp | 69.3%-53.3pp | 69.5%-53.5pp |
| Annual return | 25.49% | 27.59%-2.1pp | 30.76%-5.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,437 | $1,687+44.5% | $2,500-2.5% | $2,440-0.1% |
| Participant deferral / active EE | $3,558 | $2,634+35.1% | $3,603-1.2% | $3,607-1.4% |
| Admin fee / account holder | $228 | $3,978-94.3% | $5,418-95.8% | $5,124-95.5% |