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 | $114,232 | $72,492+57.6% | $87,100+31.1% | $72,985+56.5% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.9%-22.3pp | 69.5%-14.9pp |
| Annual return | 18.07% | 24.46%-6.4pp | 28.19%-10.1pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,411 | $1,894-25.5% | $2,521-44.0% | $2,440-42.2% |
| Participant deferral / active EE | $3,313 | $3,270+1.3% | $4,049-18.2% | $3,607-8.2% |
| Admin fee / account holder | $34 | $5,055-99.3% | $7,497-99.6% | $5,124-99.3% |