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 | $94,201 | $78,926+19.4% | $136,749-31.1% | $84,808+11.1% |
| Participation rate | 36.4% | 62.2%-25.8pp | 72.1%-35.8pp | 68.3%-31.9pp |
| Annual return | 19.98% | 18.17%+1.8pp | 24.33%-4.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $967 | $2,134-54.7% | $3,400-71.6% | $2,631-63.3% |
| Participant deferral / active EE | $2,511 | $3,168-20.7% | $4,692-46.5% | $4,212-40.4% |
| Admin fee / account holder | $126 | $6,369-98.0% | $11,386-98.9% | $7,344-98.3% |