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 | $133,080 | $96,956+37.3% | $70,014+90.1% | $273,961-51.4% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 8.38% | 12.93%-4.6pp | 12.99%-4.6pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,058 | $3,316-68.1% | $2,338-54.8% | $4,869-78.3% |
| Participant deferral / active EE | $18,800 | $3,744+402.1% | $2,931+541.5% | $5,287+255.6% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |