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 | $148,268 | $73,933+100.5% | $96,683+53.4% | $75,163+97.3% |
| Participation rate | 19.4% | 66.4%-47.0pp | 74.3%-54.9pp | 67.2%-47.7pp |
| Annual return | 13.94% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $849 | $2,928-71.0% | $3,737-77.3% | $2,670-68.2% |
| Participant deferral / active EE | $2,556 | $3,659-30.1% | $4,878-47.6% | $4,125-38.0% |
| Admin fee / account holder | $267 | $5,216-94.9% | $6,730-96.0% | $5,651-95.3% |