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 | $193,347 | $104,251+85.5% | $91,001+112.5% | $147,584+31.0% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.6%-21.1pp | 82.8%-28.3pp |
| Annual return | 19.70% | 27.06%-7.4pp | 4.60%+15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,576 | $3,116-49.4% | $2,456-35.8% | $4,876-67.7% |
| Participant deferral / active EE | $7,769 | $4,195+85.2% | $3,547+119.0% | $5,439+42.8% |
| Admin fee / account holder | $263 | $8,948-97.1% | $5,417-95.2% | $10,885-97.6% |