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 | $152,766 | $90,503+68.8% | $78,689+94.1% | $273,961-44.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 4.94% | 75.60%-70.7pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,853 | $3,176+21.3% | $2,851+35.2% | $4,869-20.9% |
| Participant deferral / active EE | $16,000 | $3,901+310.1% | $3,517+355.0% | $5,287+202.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |