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 | $133,225 | $99,079+34.5% | $77,999+70.8% | $273,961-51.4% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.5%-38.0pp | 83.0%-45.5pp |
| Annual return | 4.66% | 217.93%-213.3pp | 425.96%-421.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $774 | $3,308-76.6% | $2,470-68.6% | $4,869-84.1% |
| Participant deferral / active EE | $4,614 | $4,306+7.1% | $3,497+31.9% | $5,287-12.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |