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 | $103,673 | $83,477+24.2% | $125,175-17.2% | $72,985+42.0% |
| Participation rate | 27.3% | 73.3%-46.0pp | 79.8%-52.5pp | 69.5%-42.2pp |
| Annual return | 24.12% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $867 | $2,345-63.0% | $3,865-77.6% | $2,440-64.5% |
| Participant deferral / active EE | $2,911 | $3,585-18.8% | $4,937-41.0% | $3,607-19.3% |
| Admin fee / account holder | $298 | $5,517-94.6% | $9,702-96.9% | $5,124-94.2% |