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 | $160,133 | $56,897+181.4% | $84,750+88.9% | $62,891+154.6% |
| Participation rate | 32.0% | 68.5%-36.5pp | 76.6%-44.6pp | 69.3%-37.3pp |
| Annual return | 6.92% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,088 | $2,400-54.6% | $3,574-69.6% | $2,281-52.3% |
| Participant deferral / active EE | $2,216 | $2,709-18.2% | $3,712-40.3% | $3,203-30.8% |
| Admin fee / account holder | $3 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |