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 | $97,645 | $47,848+104.1% | $81,478+19.8% | $70,131+39.2% |
| Participation rate | 59.5% | 58.3%+1.2pp | 68.0%-8.5pp | 69.5%-10.1pp |
| Annual return | 16.88% | 27.25%-10.4pp | 38.78%-21.9pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,505 | $1,527+129.5% | $2,568+36.5% | $2,342+49.6% |
| Participant deferral / active EE | $1,532 | $2,453-37.6% | $3,537-56.7% | $3,332-54.0% |
| Admin fee / account holder | $266 | $3,145-91.5% | $4,561-94.2% | $4,645-94.3% |