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 | $125,257 | $73,933+69.4% | $96,683+29.6% | $75,163+66.6% |
| Participation rate | 28.9% | 66.4%-37.5pp | 74.3%-45.4pp | 67.2%-38.2pp |
| Annual return | 18.94% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,318 | $2,928-55.0% | $3,737-64.7% | $2,670-50.6% |
| Participant deferral / active EE | $3,645 | $3,659-0.4% | $4,878-25.3% | $4,125-11.6% |
| Admin fee / account holder | $106 | $5,216-98.0% | $6,730-98.4% | $5,651-98.1% |