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 | $222,417 | $113,935+95.2% | $94,224+136.1% | $125,391+77.4% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | 0.52% | 5.29%-4.8pp | 10.68%-10.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,055 | $4,727-56.5% | $3,587-42.7% | $4,866-57.8% |
| Participant deferral / active EE | $5,082 | $5,179-1.9% | $4,320+17.6% | $5,352-5.0% |
| Admin fee / account holder | $22 | $8,391-99.7% | $6,269-99.7% | $9,540-99.8% |