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 | $73,951 | $58,828+25.7% | $77,999-5.2% | $62,891+17.6% |
| Participation rate | 69.0% | 71.1%-2.1pp | 75.5%-6.6pp | 69.3%-0.3pp |
| Annual return | 8.69% | 17.16%-8.5pp | 425.96%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,971 | $1,672+17.9% | $2,470-20.2% | $2,281-13.6% |
| Participant deferral / active EE | $2,963 | $2,686+10.3% | $3,497-15.3% | $3,203-7.5% |
| Admin fee / account holder | $23 | $4,393-99.5% | $5,480-99.6% | $4,296-99.5% |