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 | $111,232 | $81,248+36.9% | $155,509-28.5% | $80,856+37.6% |
| Participation rate | 60.5% | 66.2%-5.7pp | 78.2%-17.7pp | 67.6%-7.1pp |
| Annual return | 17.63% | 33.31%-15.7pp | 64.67%-47.0pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,364 | $3,100-23.7% | $4,672-49.4% | $2,755-14.2% |
| Participant deferral / active EE | $3,400 | $3,452-1.5% | $5,626-39.6% | $4,296-20.9% |
| Admin fee / account holder | $277 | $7,997-96.5% | $15,912-98.3% | $6,918-96.0% |