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 | $105,573 | $90,503+16.7% | $78,689+34.2% | $273,961-61.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 7.77% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,394 | $3,176-24.6% | $2,851-16.0% | $4,869-50.8% |
| Participant deferral / active EE | $6,133 | $3,901+57.2% | $3,517+74.4% | $5,287+16.0% |
| Admin fee / account holder | $107 | $5,263-98.0% | $4,510-97.6% | $10,132-98.9% |