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 | $154,058 | $93,346+65.0% | $71,796+114.6% | $273,961-43.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 8.66% | 130.39%-121.7pp | 78.04%-69.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $661 | $2,733-75.8% | $1,924-65.7% | $4,869-86.4% |
| Participant deferral / active EE | $3,557 | $3,475+2.4% | $2,794+27.3% | $5,287-32.7% |
| Admin fee / account holder | $57 | $6,571-99.1% | $4,815-98.8% | $10,132-99.4% |