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 | $114,589 | $64,480+77.7% | $81,382+40.8% | $80,856+41.7% |
| Participation rate | 34.2% | 63.9%-29.7pp | 69.5%-35.3pp | 67.6%-33.4pp |
| Annual return | 12.72% | 16.34%-3.6pp | 24.73%-12.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,205 | $1,978-39.1% | $2,463-51.1% | $2,755-56.2% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $146 | $5,671-97.4% | $5,768-97.5% | $6,918-97.9% |