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 | $198,686 | $112,729+76.3% | $98,716+101.3% | $137,256+44.8% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 16.60% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,895 | $2,725-30.5% | $2,279-16.8% | $4,156-54.4% |
| Participant deferral / active EE | $5,942 | $4,640+28.1% | $4,048+46.8% | $6,407-7.3% |
| Admin fee / account holder | -$1,850 | $10,129-118.3% | $8,703-121.3% | $12,270-115.1% |