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 | $93,940 | $56,054+67.6% | $171,082-45.1% | $62,891+49.4% |
| Participation rate | 18.9% | 62.9%-44.0pp | 76.7%-57.8pp | 69.3%-50.4pp |
| Annual return | 7.24% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $369 | $1,731-78.7% | $4,002-90.8% | $2,281-83.8% |
| Participant deferral / active EE | $1,425 | $3,158-54.9% | $4,797-70.3% | $3,203-55.5% |
| Admin fee / account holder | $9 | $3,647-99.8% | $8,520-99.9% | $4,296-99.8% |