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 | $117,341 | $64,307+82.5% | $57,343+104.6% | $125,391-6.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | 1.61% | 25.12%-23.5pp | 24.39%-22.8pp | 282.22%-280.6pp |
| Employer contribution / active EE | $1,321 | $3,193-58.6% | $2,689-50.9% | $4,866-72.9% |
| Participant deferral / active EE | $4,457 | $3,848+15.8% | $3,162+40.9% | $5,352-16.7% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |