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 | $112,204 | $65,041+72.5% | $90,951+23.4% | $79,858+40.5% |
| Participation rate | 29.6% | 61.6%-32.0pp | 69.0%-39.4pp | 69.6%-40.0pp |
| Annual return | 13.68% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $852 | $1,247-31.7% | $2,122-59.8% | $2,471-65.5% |
| Participant deferral / active EE | $3,091 | $2,512+23.1% | $3,373-8.4% | $3,740-17.3% |
| Admin fee / account holder | $70 | $4,536-98.5% | $5,959-98.8% | $5,306-98.7% |