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 | $86,760 | $78,422+10.6% | $95,952-9.6% | $79,858+8.6% |
| Participation rate | 46.3% | 73.5%-27.2pp | 77.1%-30.8pp | 69.6%-23.4pp |
| Annual return | 17.29% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $908 | $1,945-53.3% | $2,541-64.3% | $2,471-63.2% |
| Participant deferral / active EE | $2,012 | $3,440-41.5% | $4,167-51.7% | $3,740-46.2% |
| Admin fee / account holder | $96 | $5,622-98.3% | $6,795-98.6% | $5,306-98.2% |