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 | $116,352 | $96,484+20.6% | $75,886+53.3% | $152,861-23.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.4%-19.9pp |
| Annual return | 12.31% | 33.98%-21.7pp | 30.76%-18.4pp | 345.32%-333.0pp |
| Employer contribution / active EE | $2,909 | $3,309-12.1% | $2,500+16.3% | $4,762-38.9% |
| Participant deferral / active EE | $5,426 | $4,553+19.2% | $3,603+50.6% | $5,850-7.2% |
| Admin fee / account holder | $18 | $8,078-99.8% | $5,418-99.7% | $11,596-99.8% |