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 | $87,608 | $51,175+71.2% | $70,515+24.2% | $75,163+16.6% |
| Participation rate | 63.3% | 60.9%+2.4pp | 68.3%-5.0pp | 67.2%-3.9pp |
| Annual return | 19.22% | 30.02%-10.8pp | 32.77%-13.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,449 | $1,826+34.1% | $2,973-17.6% | $2,670-8.3% |
| Participant deferral / active EE | $1,250 | $2,849-56.1% | $4,567-72.6% | $4,125-69.7% |
| Admin fee / account holder | $7 | $4,091-99.8% | $6,412-99.9% | $5,651-99.9% |