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 | $177,059 | $83,477+112.1% | $125,175+41.4% | $72,985+142.6% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.5%-7.0pp |
| Annual return | 16.67% | 25.78%-9.1pp | 43.79%-27.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,792 | $2,345-23.6% | $3,865-53.6% | $2,440-26.6% |
| Participant deferral / active EE | $2,631 | $3,585-26.6% | $4,937-46.7% | $3,607-27.1% |
| Admin fee / account holder | $112 | $5,517-98.0% | $9,702-98.9% | $5,124-97.8% |