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 | $109,303 | $74,927+45.9% | $101,794+7.4% | $84,808+28.9% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.2%-15.3pp | 68.3%-14.5pp |
| Annual return | 14.65% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $464 | $1,522-69.5% | $2,289-79.8% | $2,631-82.4% |
| Participant deferral / active EE | $3,923 | $3,099+26.6% | $4,084-3.9% | $4,212-6.9% |
| Admin fee / account holder | $51 | $6,514-99.2% | $8,777-99.4% | $7,344-99.3% |