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 | $85,919 | $71,050+20.9% | $93,606-8.2% | $80,856+6.3% |
| Participation rate | 63.6% | 60.4%+3.2pp | 68.7%-5.1pp | 67.6%-4.0pp |
| Annual return | 11.17% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,204 | $1,564-23.0% | $2,420-50.2% | $2,755-56.3% |
| Participant deferral / active EE | $2,713 | $4,034-32.7% | $4,411-38.5% | $4,296-36.8% |
| Admin fee / account holder | $258 | $6,945-96.3% | $8,285-96.9% | $6,918-96.3% |