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 | $128,353 | $80,717+59.0% | $154,803-17.1% | $84,808+51.3% |
| Participation rate | 65.4% | 66.8%-1.4pp | 78.1%-12.7pp | 68.3%-2.9pp |
| Annual return | 18.90% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,840 | $2,761+75.3% | $4,305+12.4% | $2,631+84.0% |
| Participant deferral / active EE | $5,394 | $3,303+63.3% | $5,540-2.6% | $4,212+28.1% |
| Admin fee / account holder | $97 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |