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 | $135,720 | $93,346+45.4% | $71,796+89.0% | $273,961-50.5% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 6.18% | 130.39%-124.2pp | 78.04%-71.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,440 | $2,733+25.8% | $1,924+78.7% | $4,869-29.4% |
| Participant deferral / active EE | $2,585 | $3,475-25.6% | $2,794-7.5% | $5,287-51.1% |
| Admin fee / account holder | $141 | $6,571-97.9% | $4,815-97.1% | $10,132-98.6% |