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 | $117,137 | $73,933+58.4% | $96,683+21.2% | $75,163+55.8% |
| Participation rate | 58.1% | 66.4%-8.4pp | 74.3%-16.3pp | 67.2%-9.1pp |
| Annual return | 20.84% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,965 | $2,928-32.9% | $3,737-47.4% | $2,670-26.4% |
| Participant deferral / active EE | $6,133 | $3,659+67.6% | $4,878+25.7% | $4,125+48.7% |
| Admin fee / account holder | $6 | $5,216-99.9% | $6,730-99.9% | $5,651-99.9% |