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 | $98,085 | $90,503+8.4% | $78,689+24.6% | $273,961-64.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 6.52% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $297 | $3,176-90.7% | $2,851-89.6% | $4,869-93.9% |
| Participant deferral / active EE | $1,935 | $3,901-50.4% | $3,517-45.0% | $5,287-63.4% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |