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 | $79,588 | $58,577+35.9% | $83,333-4.5% | $64,186+24.0% |
| Participation rate | 60.6% | 72.0%-11.4pp | 77.8%-17.2pp | 69.6%-9.0pp |
| Annual return | 131.31% | 9.65%+121.7pp | 10.63%+120.7pp | 7.63%+123.7pp |
| Employer contribution / active EE | $3,640 | $2,098+73.5% | $3,379+7.7% | $2,381+52.9% |
| Participant deferral / active EE | $6,917 | $4,654+48.6% | $5,565+24.3% | $3,470+99.4% |
| Admin fee / account holder | $155 | $9,275-98.3% | $7,510-97.9% | $4,888-96.8% |