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 | $133,463 | $78,672+69.6% | $109,143+22.3% | $85,850+55.5% |
| Participation rate | 20.5% | 68.3%-47.8pp | 75.9%-55.4pp | 69.3%-48.8pp |
| Annual return | 13.29% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,452 | $2,735-46.9% | $3,722-61.0% | $2,565-43.4% |
| Participant deferral / active EE | $2,220 | $3,467-36.0% | $4,653-52.3% | $3,952-43.8% |
| Admin fee / account holder | $40 | $5,469-99.3% | $6,752-99.4% | $6,260-99.4% |