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 | $173,582 | $58,828+195.1% | $77,999+122.5% | $62,891+176.0% |
| Participation rate | 62.9% | 71.1%-8.2pp | 75.5%-12.7pp | 69.3%-6.4pp |
| Annual return | 7.01% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,094 | $1,672-34.6% | $2,470-55.7% | $2,281-52.1% |
| Participant deferral / active EE | $4,685 | $2,686+74.4% | $3,497+34.0% | $3,203+46.3% |
| Admin fee / account holder | $224 | $4,393-94.9% | $5,480-95.9% | $4,296-94.8% |