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 | $78,353 | $65,041+20.5% | $90,951-13.9% | $79,858-1.9% |
| Participation rate | 56.0% | 61.6%-5.6pp | 69.0%-13.0pp | 69.6%-13.6pp |
| Annual return | 24.50% | 30.45%-5.9pp | 134.60%-110.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,454 | $1,247+16.6% | $2,122-31.5% | $2,471-41.1% |
| Participant deferral / active EE | $3,950 | $2,512+57.2% | $3,373+17.1% | $3,740+5.6% |
| Admin fee / account holder | $119 | $4,536-97.4% | $5,959-98.0% | $5,306-97.8% |