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 | $82,098 | $56,897+44.3% | $84,750-3.1% | $62,891+30.5% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 7.28% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,615 | $2,400-32.7% | $3,574-54.8% | $2,281-29.2% |
| Participant deferral / active EE | $4,806 | $2,709+77.4% | $3,712+29.5% | $3,203+50.0% |
| Admin fee / account holder | $109 | $3,581-96.9% | $5,332-97.9% | $4,296-97.5% |