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 | $198,910 | $106,584+86.6% | $101,326+96.3% | $142,382+39.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 81.5%-19.0pp | 80.1%-17.6pp |
| Annual return | 12.84% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,902 | $3,956-1.4% | $3,665+6.5% | $4,299-9.2% |
| Participant deferral / active EE | $4,354 | $8,297-47.5% | $7,994-45.5% | $6,507-33.1% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |