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 | $119,398 | $63,764+87.2% | $81,930+45.7% | $79,858+49.5% |
| Participation rate | 41.4% | 67.5%-26.1pp | 72.0%-30.6pp | 69.6%-28.3pp |
| Annual return | 14.75% | 22.66%-7.9pp | 29.49%-14.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $820 | $1,795-54.3% | $4,310-81.0% | $2,471-66.8% |
| Participant deferral / active EE | $3,257 | $2,780+17.1% | $7,107-54.2% | $3,740-12.9% |
| Admin fee / account holder | $71 | $4,426-98.4% | $5,158-98.6% | $5,306-98.7% |