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 | $145,776 | $98,240+48.4% | $82,313+77.1% | $147,584-1.2% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 16.63% | 30.85%-14.2pp | 25.88%-9.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,111 | $3,192-65.2% | $2,428-54.3% | $4,876-77.2% |
| Participant deferral / active EE | $4,501 | $4,383+2.7% | $3,706+21.4% | $5,439-17.2% |
| Admin fee / account holder | $40 | $8,563-99.5% | $5,608-99.3% | $10,885-99.6% |