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 | $141,720 | $105,931+33.8% | $81,930+73.0% | $158,922-10.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 16.25% | 38.17%-21.9pp | 29.49%-13.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,601 | $7,800-79.5% | $4,310-62.9% | $4,761-66.4% |
| Participant deferral / active EE | $1,601 | $13,003-87.7% | $7,107-77.5% | $5,982-73.2% |
| Admin fee / account holder | $60 | $8,489-99.3% | $5,158-98.8% | $11,246-99.5% |