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 | $244,516 | $167,307+46.1% | $143,757+70.1% | $134,475+81.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -14.59% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,020 | $5,619-46.3% | $4,951-39.0% | $4,740-36.3% |
| Participant deferral / active EE | $7,179 | $6,446+11.4% | $5,637+27.3% | $6,400+12.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |