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 | $212,224 | $181,894+16.7% | $156,549+35.6% | $273,961-22.5% |
| Participation rate | 52.6% | 88.4%-35.8pp | 84.0%-31.4pp | 83.0%-30.4pp |
| Annual return | 7.93% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,183 | $6,248-49.1% | $5,501-42.1% | $4,869-34.6% |
| Participant deferral / active EE | $5,743 | $5,550+3.5% | $4,871+17.9% | $5,287+8.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |