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 | $83,103 | $70,428+18.0% | $96,562-13.9% | $85,850-3.2% |
| Participation rate | 68.8% | 61.8%+6.9pp | 69.8%-1.1pp | 69.3%-0.6pp |
| Annual return | 16.10% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,850 | $1,413+30.9% | $2,356-21.5% | $2,565-27.9% |
| Participant deferral / active EE | $3,388 | $2,894+17.1% | $3,849-12.0% | $3,952-14.3% |
| Admin fee / account holder | $93 | $4,997-98.1% | $6,181-98.5% | $6,260-98.5% |