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 | $158,080 | $80,673+96.0% | $101,326+56.0% | $84,808+86.4% |
| Participation rate | 56.4% | 77.8%-21.4pp | 81.5%-25.1pp | 68.3%-11.9pp |
| Annual return | 18.88% | 38.95%-20.1pp | 36.82%-17.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,478 | $2,698-45.2% | $3,665-59.7% | $2,631-43.8% |
| Participant deferral / active EE | $5,911 | $6,840-13.6% | $7,994-26.1% | $4,212+40.4% |
| Admin fee / account holder | $0 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |