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 | $132,358 | $78,672+68.2% | $109,143+21.3% | $85,850+54.2% |
| Participation rate | 28.0% | 68.3%-40.3pp | 75.9%-47.9pp | 69.3%-41.3pp |
| Annual return | 13.90% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,639 | $2,735-40.1% | $3,722-56.0% | $2,565-36.1% |
| Participant deferral / active EE | $3,761 | $3,467+8.5% | $4,653-19.2% | $3,952-4.8% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |