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 | $153,218 | $101,724+50.6% | $164,813-7.0% | $80,856+89.5% |
| Participation rate | 54.0% | 71.8%-17.8pp | 78.6%-24.6pp | 67.6%-13.6pp |
| Annual return | 22.85% | 16.72%+6.1pp | 69.93%-47.1pp | 35.59%-12.7pp |
| Employer contribution / active EE | $1,003 | $2,953-66.1% | $4,341-76.9% | $2,755-63.6% |
| Participant deferral / active EE | $6,305 | $4,477+40.8% | $6,031+4.5% | $4,296+46.8% |
| Admin fee / account holder | $261 | $8,227-96.8% | $12,690-97.9% | $6,918-96.2% |