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 | $172,515 | $99,341+73.7% | $84,750+103.6% | $273,961-37.0% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 2.66% | 22.93%-20.3pp | 22.78%-20.1pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,099 | $4,214-73.9% | $3,574-69.2% | $4,869-77.4% |
| Participant deferral / active EE | $6,000 | $4,269+40.5% | $3,712+61.7% | $5,287+13.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |