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 | $129,491 | $94,031+37.7% | $115,768+11.9% | $82,448+57.1% |
| Participation rate | 64.7% | 70.4%-5.7pp | 74.4%-9.7pp | 68.1%-3.4pp |
| Annual return | 19.48% | 20.61%-1.1pp | 100.46%-81.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,670 | $2,323-28.1% | $2,940-43.2% | $2,551-34.5% |
| Participant deferral / active EE | $4,110 | $3,972+3.5% | $4,917-16.4% | $4,139-0.7% |
| Admin fee / account holder | $223 | $10,249-97.8% | $12,439-98.2% | $7,234-96.9% |