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 | $130,925 | $85,766+52.7% | $136,294-3.9% | $70,131+86.7% |
| Participation rate | 63.4% | 74.2%-10.8pp | 81.9%-18.5pp | 69.5%-6.2pp |
| Annual return | 20.15% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,337 | $2,966-21.2% | $4,695-50.2% | $2,342-0.2% |
| Participant deferral / active EE | $5,883 | $5,051+16.5% | $6,247-5.8% | $3,332+76.6% |
| Admin fee / account holder | $117 | $5,420-97.8% | $9,243-98.7% | $4,645-97.5% |