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 | $139,581 | $111,754+24.9% | $103,333+35.1% | $145,922-4.3% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 12.13% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,340 | $4,212-68.2% | $3,868-65.4% | $4,660-71.2% |
| Participant deferral / active EE | $3,140 | $5,619-44.1% | $5,057-37.9% | $6,688-53.0% |
| Admin fee / account holder | $224 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |