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 | $111,281 | $105,630+5.3% | $87,507+27.2% | $273,961-59.4% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 7.69% | 12.25%-4.6pp | 12.21%-4.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $866 | $3,141-72.4% | $2,550-66.0% | $4,869-82.2% |
| Participant deferral / active EE | $6,939 | $3,601+92.7% | $3,149+120.4% | $5,287+31.2% |
| Admin fee / account holder | $8 | $4,781-99.8% | $4,221-99.8% | $10,132-99.9% |