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 | $223,991 | $135,952+64.8% | $123,892+80.8% | $273,961-18.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 4.32% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,836 | $5,170-64.5% | $4,617-60.2% | $4,869-62.3% |
| Participant deferral / active EE | $5,078 | $6,343-19.9% | $5,984-15.1% | $5,287-4.0% |
| Admin fee / account holder | $120 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |