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 | $122,924 | $88,707+38.6% | $74,183+65.7% | $273,961-55.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.10% | 11.94%-2.8pp | 17.74%-8.6pp | 41.45%-32.4pp |
| Employer contribution / active EE | $17,500 | $3,159+453.9% | $2,370+638.4% | $4,869+259.4% |
| Participant deferral / active EE | $12,000 | $4,212+184.9% | $3,550+238.1% | $5,287+127.0% |
| Admin fee / account holder | $283 | $8,717-96.8% | $5,586-94.9% | $10,132-97.2% |