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 | $114,495 | $177,572-35.5% | $154,803-26.0% | $142,382-19.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 15.36% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,966 | $4,810-38.3% | $4,305-31.1% | $4,299-31.0% |
| Participant deferral / active EE | $7,576 | $6,272+20.8% | $5,540+36.7% | $6,507+16.4% |
| Admin fee / account holder | $53 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |