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 | $27,384 | $62,672-56.3% | $185,117-85.2% | $70,131-61.0% |
| Participation rate | 66.7% | 63.8%+2.9pp | 77.3%-10.6pp | 69.5%-2.9pp |
| Annual return | 20.46% | 40.79%-20.3pp | 40.50%-20.0pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,109 | $1,753+20.3% | $4,182-49.6% | $2,342-10.0% |
| Participant deferral / active EE | $4,176 | $3,272+27.6% | $5,045-17.2% | $3,332+25.3% |
| Admin fee / account holder | $46 | $3,932-98.8% | $8,159-99.4% | $4,645-99.0% |