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 | $113,296 | $64,480+75.7% | $81,382+39.2% | $80,856+40.1% |
| Participation rate | 38.5% | 63.9%-25.4pp | 69.5%-31.0pp | 67.6%-29.2pp |
| Annual return | 12.77% | 16.34%-3.6pp | 24.73%-12.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $895 | $1,978-54.7% | $2,463-63.6% | $2,755-67.5% |
| Participant deferral / active EE | $3,073 | $3,094-0.7% | $3,883-20.9% | $4,296-28.5% |
| Admin fee / account holder | $19 | $5,671-99.7% | $5,768-99.7% | $6,918-99.7% |